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Who We Are
New Client Documentation
Resources for your first visit.
(click to download)
Client Intake Form
Client Financial Information
Conflict of Interest Disclosure
(optional to download)
Spending Plan Worksheet
Let us help you navigate the financial landscape of divorce
Let’s Get Started
In Your Strategy Session We Will:
Explore your divorce options and get clear on the right solution for your situation
Review your finances and explore creative settlement ideas
Map out a plan for transitioning to the next phase of your life
Identify your biggest fears and decide the best way to address them
Connect you with any other resources you’ll need in your process
Only 10 sessions available each month
Schedule today to ensure availability!
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