Meeting Request
We know you're ready to meet, and we have just a brief Q&A to make sure our time is productive. You'll be meeting with Mark Flowers, our divorce financial planner (CFP and CDFA) to review all things divorce. We'll discuss relevant next steps too!
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Have you met with us before?  *
Have you attended a Second Saturday Workshop *
What is your preferred contact name?  *
What is your preferred email address?  *
Please tell us where you are in the divorce process *
Do you have minor children? *
Please estimate the size of the marital estate *
Required
Are you currently working with an financial advisor *
Do you have supporting documents for all of the marital assets?
Have you either completed disclosures, or have statements/online access
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