On-Demand Divorce Financial Coaching
on-demand divorce financial coaching
- Work with a CDFA® to answer specific questions
- Use time only as you need it and unused time does not expire
- Time can be used on Q&A, review or financial analysis
- Additional fees may be required for certain services including defined benefit plan valuation, investment property valuation separate property tracing, lifestyle analysis, deferred compensation/stock options valuation and business valuation
- Transferable among spouses only
Two (2) hours of access to a Certified Divorce Financial Analyst. Time can be used for advice or financial analysis. Purchasing this package provides a 10% discount to the standard hourly rate.
Four (4) hours of access to a Certified Divorce Financial Analyst. Time can be used for advice or financial analysis. Purchasing this package provides a 20% discount to the standard hourly rate.
Eight (8) hours of access to a Certified Divorce Financial Analyst. Time can be used for advice or financial analysis. Purchasing this package provides a 30% discount to the standard hourly rate.
Clients purchasing any package above will receive an email upon purchase outlining process logistics for using package hours.
High complexity financial analysis services are not included in package including, but not limited to analysis & valuation of pensions, deferred compensation/stock options or business interests and does not include separate property tracing or lifestyle analysis.