Next Chapter Strategies

Identify and organize accounts, assets, debts, income, expenses, insurance, tax information, and other financial documents so you can see the complete picture.

Understand Your Financial Options

Work through budgets, cash flow, housing considerations, retirement assets, settlement alternatives, and the potential financial impact of different choices.

Prepare for Attorney & Mediation Meetings

Organize information, identify questions and priorities, and prepare for conversations so you can make productive use of time with your attorney, mediator, or other professionals.

Stay on Track

Break the financial work into manageable steps, establish priorities, and get the accountability needed to keep moving when the process becomes overwhelming.

What Working Together Looks Like

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Start Where You Are

We identify what is happening now, what information you already have, what is missing, and which financial issues need attention first.

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Build Clarity

We organize the information, work through questions and financial considerations, and identify the next decisions or actions that need to occur.

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Keep Moving Forward

Between meetings, you'll have clear next steps and accountability so financial tasks don't become another source of delay or overwhelm.

The Questions Don't Always Fit Neatly Into a Legal Meeting

Clients often know they need to make a financial decision but aren't sure how to evaluate it or what questions to ask. We can work through issues such as:

— What does my current household actually cost?
— What might my post-divorce budget look like?
— Can I realistically afford to keep the house?
— What financial documents should I be gathering?
— What accounts and assets do I need to understand?
— What should I prepare before meeting with my attorney?

— How do different settlement options potentially affect my future?
— What should I understand about retirement assets?
— What information am I still missing?
— How do I organize everything my attorney has requested?
— What financial questions should I be asking?
— What do I need to do next?

When the Financial Picture Is More Complex

Some divorces require deeper financial analysis. Next Chapter Strategies can provide additional support when the financial picture includes complex assets, business or income questions, extensive financial records, or financial issues requiring more detailed analysis.

Forensic & Complex Financial Analysis

More detailed review and analysis of financial information when the circumstances require work beyond traditional coaching and organization.

Mediation & Litigation Support

Financial preparation and analysis to support clients and their professional teams during mediation or litigation..

Fee Schedule:

Service

Divorce Financial Coaching & Analysis

Forensic / Complex Financial Analysis

Mediation / Litigation Support

Initial Consultation

Fee

$200 / hour

$350 / hour

Complimentary / 15 minutes

A $2,000 retainer is required to begin services and is applied toward services provided.

Working With Your Professional Team

Next Chapter Strategies provides financial coaching, education, organization, and analysis. Services are designed to complement the work of your attorney, mediator, CPA, investment advisor, and other professionals—not replace them.

Next Chapter Strategies does not provide legal, tax, investment, or mental-health advice. When an issue requires advice from another professional, I will encourage you to consult the appropriate advisor.

Not Sure What Kind of Help You Need?

You don't need to know exactly what service you need before we talk. Start with a complimentary 15-minute consultation and we'll discuss where you are and whether Next Chapter Strategies is a good fit.

Schedule a Consultation