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.