Step 0: Initial Consultation or Check-In
- Consultation Call
30 minutes
Step 1: Goals and Interests
- Goals and Interests Meeting
30 minutes
The initial consultation is an opportunity for you (as an individual or couple), to share your story with me to determine how to best help you. I will ask you about sharing your goals and vision for your divorce.
Step 2: Information Gathering Check-In
- Client Data Questions
30 minutes
Select this option if you have questions regarding the Disclosure process, whether they're general in nature or specific to your case.
Step 3: Information Evaluation
- Client Disclosure Review Request
1 hour
Please book to review your disclosure draft.
Step 4: Option Generation
- Live Analysis
1 hour
Select this option after disclosures are complete to look at live analysis of community/marital property scenarios, net income after expenses and taxes analysis or net worth analysis.
Step 5: Option Evaluation
- Report and Analysis Walkthrough
1 hour
Select this option after analysis has been completed to review output and reports do help you make an informed decision on your financial future.
Step 6: Resolution
- Confirmation of Agreement, Next Steps
30 minutes
When you have made your informed decision about the path forward, we will review additional considerations for your financial future, including tax filing options for the year of divorce, changes to beneficiaries, insurance, financial a ...
Zen Consulting Contracts
- Professional Inquiry
45 minutes
Please book this if you are a family law firm, wealth management firm, mediator or psychotherapist interested in learning more about Zen's services or to discuss partnering or contracting opportunities.
Zen Special Projects
- Special Projects
30 minutes
Book to review progress on our special project which might include pension valuation, Restricted Stock Unit property characterization discussion/calculation, Moore Marsden calculations, or other focus-scope divorce analysis.