VIP Full Services

For the discerning … Private Clients receive concierge services from start to finish and beyond for your every need from financial fundamentals to sorting, organization and complete review of all your documents, including in-depth analysis, creative options, tax reviews, and a variety of helpful reports for you, and for your spouse if you are coming as a couple, and your respective attorney(s). Of course, we will cover whatever else comes up and is needed for your unique situation along the way.

Because I run a boutique, private practice with custom-tailored services, I limit the number of clients I work with at any one time to give intimate, individualized attention to each VIP client. I only work with new clients as my schedule allows and it is important to me that we are a good fit to work together.

To determine if that synergy exists between us, we start with a Divorce Discovery Session™ where I review your case, determine your potential problem areas, assess your options, and lay out a foundation for your future. If we both feel that we will work well together, I will recommend one of our economical, flat-fee value packages that is most advantageous for you.

Contact my support staff directly for more information at: support@divorcemoneymatters.com for more information on VIP Client Packages. We look forward to seeing how we can assist you.

So, are you ready to take control of your financial future?

Click here to get started with a Divorce Discovery Session™.

IMPORTANT NOTICE: As of 5/1/2023, I am on Sabbatical until the Fall of 2023 and I am not taking any new clients at this time. Please go to DivorceTown USA® to find another CDFA® that may assist you in my absence. Thank you.

Have questions or concerns? Need more information? Contact my support team by clicking here.