What This Process Includes:
- A secure, shared financial document framework
- Guided organization of income, expenses, assets, and liabilities
- Financial review and interpretation of key data points
- Structured mediation sessions focused on decision-making
- Evaluation of settlement scenarios, including long-term considerations
- Identification of tax and cash flow implications
- A non-binding Memorandum of Understanding for legal formalization with your attorneys
Who This Is Designed For:
Couples who are:
- Willing to engage in a respectful, forward-focused process
- Interested in resolving financial matters outside of court
- Seeking a more informed and efficient approach before or alongside legal counsel
When Financial Decisions Carry Greater Weight:
For some couples, the financial landscape is more layered.
This may include:
- Business ownership or variable income
- Multiple real estate holdings
- Investment portfolios or equity compensation
- Long-term retirement and tax considerations
In these situations, the value of a structured financial process is not in simplifying the decisions—
but in ensuring they are fully understood before they are made.
Investment:
The Private Financial Mediation Experience is offered as a structured engagement.
BEGINS AT $6,000
(Begins at $3,000 per spouse)
Designed to provide:
- Initial strategy session
- Financial document organization and review
- Guided mediation sessions
- Memorandum of Understanding
A two-part payment structure is available.
Most engagements are completed within a focused, structured timeframe, rather than extending over months of back-and-forth.
For couples seeking a more thoughtful and private approach to financial decision-making, the next step is a conversation.
Request a Private Conversation below:
