Financial Consultant Nearby Vernon BC

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Separation & Divorce Preparation

This four-session program is designed specifically for individuals who are experiencing a separation or divorce. We will provide guidance and assistance in making fully-informed financial decisions to ensure you on your feet and live the lifestyle you deserve.

In this program, we will:

• Identify, clarify, and prioritize your financial needs and concerns—during and after the legal process.

• Complete a comprehensive Spousal Request that will meet your needs and the changing needs of your children.

• Prepare a Financial Statement, which declares assets, debts, expenses.

• Complete legal intake forms.

• Explore and consider various settlement scenarios, comparing and contrasting pros and cons for each.

• Create Save & Spend strategies that work for you.

• Strengthen your goal-setting skills.

• Review and select your spending and saving app or tool.

• Discover an easy way to make financial decisions before acting.

• Expand your financial knowledge.

• Establish a foundation of trust and guidance on which you may rely at any time.

PACKAGE PRICE: $500.00

COMPRISED OF 4 SESSIONS

Equal payment option available.

Add individual sessions as often as needed to continue the conversation.