Financial Separation Plans

Fork in the road surrounded by a forest.

After years of joint finances, you find yourself facing the difficult reality of separation. We can help untangle your finances and provide a neutral voice during this challenging time.

Included Services.

  • Categorize and analyze spending prior to separation.

  • Customized spending analysis post-separation using actual expenses.

  • 12-month Cash Flow Projection report for each partner.

  • Unlimited preparation calls and meetings and a one-hour presentation meeting with interested parties.

  • Includes one residence’s expenses pre-separation and two residence’s expenses post-separation.

Standard

$3,500

For households with under $20,000 in monthly spending.

Premium

$5,000

For households with over $20,000 in monthly spending.

Add-ons.

  • Financial Inventory creation: $750

  • Each additional residence’s expenses: $1,500

  • Additional financial analysis or projections: $150/hour.

Schedule a 20-minute introduction.

We would love the opportunity to get to know you and your situation. That’s why we offer a complimentary introduction to learn about you and discover if a daily money manager could help streamline your financial life.