I know how overwhelming this feels. You don't need to have anything figured out. You just need 90 minutes with someone who cares about your situation and knows how to find the path forward.
The conversation I wish every person going through divorce could have on day one.
Here's what I see all the time. Someone walks into a divorce trusting their attorney to handle everything, including the money. But attorneys handle law. They're brilliant at it. The financial side, though, is a different problem, and it needs a different kind of attention.
This session is 90 minutes focused entirely on you. Some people come to me with nothing gathered, just questions and worry. Others show up with a binder full of documents and the workbook already completed. It doesn't matter where you are in the process. I meet you wherever that is. I listen. I ask questions. And together, we figure out what your next steps actually look like.
You don't need to understand the difference between a QDRO (that's a court order to split a retirement account) and a 401(k) rollover. You don't need to come prepared with all the answers. You just need to show up. I'll take it from there.
01
I'll send you a short intake form. Just the basics: where you are in the process, what assets might be on the table, what's keeping you up at night. There are no wrong answers. Some people write two sentences; some write two pages. Both are fine.
02
We sit down together (in person in Spokane, or virtually anywhere in Washington, Idaho, or Oregon) and I walk through your financial picture with you. I ask the questions nobody else is asking. I look at what's being proposed, what's being missed, and where the real risk might be hiding.
03
Clarity. You'll know what your financial situation actually looks like, which assets matter most, what questions to bring back to your attorney, and what to push on. Not a stack of spreadsheets. Real answers you can act on.
Steve wanted his wife to keep the house, but she couldn't refinance out of his 2.99% pandemic-era rate. "She'll live there and I'll keep paying" sounds like a solution. But it's shared risk that follows both of them. If he misses a payment, her credit takes the hit. If she wants to sell, she needs his signature. That's not a clean break. That's an open loop.
Shared mortgage risk, real client (name changed)
01
They're thinking about divorce and have no idea what the financial side even looks like. They just know it scares them.
02
They've been served papers and the numbers feel like a foreign language. Everything is moving fast and they need someone to slow it down.
03
There's a proposed settlement on the table and something feels off, but they can't put their finger on why.
04
Their attorney is handling the legal side well, but nobody is looking at the money side with the same level of care.
05
They want to be fair. They're not trying to take advantage of anyone. But they also don't want to make a $200,000 mistake out of ignorance.
06
They just need someone who speaks money (not law) to sit with them and explain where they stand.
A man in his 50s called me after his wife filed. He was a good man trying to do the right thing. He didn't want a fight. His attorney had reviewed the proposed split and told him it was "very fair."
During our Deep Dive, I found $300,000 to $350,000 in premarital assets that were being treated as marital property. Assets that were rightfully his. Not because anyone was acting in bad faith. Just because nobody had slowed down to ask the right questions about where those assets came from.
Without that 90 minutes, he would have walked away from money that belonged to him. He just needed someone to look.
"Fair" is not a financial term. "Fair" requires someone who can actually run the numbers.
$300. 90 minutes. Virtual or in-person.
That's less than one billable hour with most family law attorneys. And it covers territory your attorney isn't trained to address. You don't have to have it figured out. Just show up.
Secure Your Strategy Session · $300Or tell me about your situation first
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