The Post-Divorce Financial Check-Up is designed to help individuals transition from settlement to real life.

Divorce agreements may look clear on paper, but implementation is where things often fall apart. This package ensures assets are titled correctly, cash flow is sustainable, and the client understands how their new financial life actually works. This is where we turn agreements into action.

Deliverables
– Updated Asset-Map® visual balance sheet
– Post-divorce cash-flow analysis
– Account titling and implementation checklist
– Settlement reality check showing what the agreement actually looks like today
– Personalized financial action plan
– Summary document to share with advisors, including an attorney, CPA, or financial planner

How This Helps Clients
– Clarifies what they actually have after divorce
– Identifies gaps, risks, or missed steps in the settlement
– Ensures accounts, beneficiaries, and assets are properly structured
– Creates a realistic understanding of income versus expenses
– Reduces post-divorce financial anxiety and overwhelm

Additional Benefits
– Ensures settlement terms are properly implemented
– Reduces post-judgment issues and confusion
– Identifies errors in asset transfers or account setup early
– Supports long-term client stability with less back-and-forth later
– Provides a clear financial snapshot for future planning

3-Hour Package Structure
– Post-divorce intake and transition discussion
– Financial organization and implementation review
– Asset-Map creation
– Cash-flow and lifestyle analysis
– Strategy and next steps meeting

Ideal for Clients Who:
– Recently finalized their divorce
– Want to confirm everything was handled correctly
– Need clarity about spending and financial decisions
– Are preparing for major next steps, such as purchasing a home, investing, or making career changes
– Feel overwhelmed navigating their finances on their own

Divorce Doesn’t End When the Papers Are Signed

That’s when your new financial life begins.