Divorce Financial Planning for Women
Contemporary Financial Planning supports, educates, and empowers women during and after divorce through BagLady Divorce, bagladydivorce.com
OUR IDEAL CLIENT:
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Age 50+ and High Net Worth: (Marital Net Worth: $10,000,000 - $75,000,000)
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In a Long Term Marriage
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Have Complex Planning Needs
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Husband Manages the Family’s Finances
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DURING DIVORCE, WE:
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Work Collaboratively with Attorney Team
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Organize Financial Documentation
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Complete the Financial Affidavit
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Create Asset Split Strategies
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Provide Pension Evaluations
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Craft Cash Flow and Lifestyle Plans
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Provide Mediation Support
AFTER DIVORCE, WE GUIDE WOMEN TO:
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Take Control of Her Money
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Have the Financial Freedom to Care for Her Family
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Fund Family Trips to Create Lifetime Memories
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Invest Money in Alignment with Her Values
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When Requested, Encourage Her Adult Children to Participate in the Financial Planning Process
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Fee for this Service
Fee for this service may be paid by debit/credit card.
During Divorce Fee:
$350 per hour
Post-Divorce Fee:
Minimum investment is $2,000,001
Review this chart for fee percentages
The fees listed on this page are for your convenience. Please refer to our ADV Part 2A/2B, Item 5 for detailed information regarding the exact fees you will be paying. Even though we give advice on insurance, please note by choice, we do not sell any insurance products as it could be a conflict of interest.