A structured program with clear deliverables
You start with an experienced therapist who helps you develop the skills to make financial, not emotional decisions.
Our CPA’s oversee the preparation of a detailed LookBack that categorizes every aspect of your financial life for the previous one or two calendar years.
Finally, based on your unique circumstances, we create financial models that project your lifestyle costs and net worth as a single woman.
But I already have a team…
Even with access to accountants and lawyers, women often don’t have command of the cost of their lifestyle and don’t fully appreciate how this impacts their long-term financial security. We help you understand the complete picture in absolute terms without judgment.
At the same time, we help you manage the emotional impact of change and prepare you for the transition to being financially independent.
Our service does not supplant your lawyer, accountant, wealth manager or even your therapist. In fact, our deliverables provide them valuable detail so they can serve you better.