Compare Our Strategies
The Retirement Reset
Detailed guide to family law disclosure and personal support in gathering information and documents
Online disclosure portal
Education and strategy sessions with a family lawyer
Calculation of support and asset/debt division, including multiple scenarios
Digital and printed copies of your support calculations and asset/debt division
60-90 minute Retirement Optimization Strategy session with a Certified Financial Planner to compare the long-term projection of your various options
Digital and printed copies of your chosen retirement projections scenario
Access to your online retirement plan portal
The Reinvention Roadmap
Everything from The Retirement Reset PLUS:
1-2 half day VIP Planning Strategy session(s) with a Certified Financial Planner to provide a detailed, step-by-step plan on how to accomplish your remaining financial goals
Digital and printed copies of your personalized comprehensive financial plan
Access to your online comprehensive financial plan portal
The Empowerment Partnership
Everything from The Retirement Reset and The Reinvention Roadmap PLUS:
Ongoing legal advice and negotiation support as you navigate negotiations or mediation with your spouse
Assistance with completing a Financial Statement (Form 13/13.1)
Preparation of a comprehensive Separation Agreement or independent legal advice on a Separation Agreement prepared by a lawyer or lawyer-mediator
Work with your CFP will integrate budgeting, investments, insurance, real estate, taxes, debt, pensions, estate planning, and more
Ongoing support from your CFP during negotiations with your former spouse, including up to three updated projections after your VIP session(s)
Financial plan re-check within three months of completing your Separation Agreement