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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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* Indicates required question
Have you met with us before?
*
Yes
No
Have you attended a Second Saturday Workshop
*
Yes
No
What is your preferred contact name?
*
Your answer
What is your preferred email address?
*
Your answer
Please tell us where you are in the divorce process
*
Contemplation
Very Early Stage
Negotiations - I have hired counsel and am in the settlement process
Nearly Finalized
Not sure where I am
Do you have minor children?
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Yes
No
Please estimate the size of the marital estate
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Less than $ 1,000,000
$ 1,000,000 - $3,000,000
$3,000,000- $5,000,000
Greater than $5,000,000
Greater than $10,000,000
Required
Are you currently working with an financial advisor
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Yes
No
Kinda- I have one, but don't interact much
Do you have supporting documents for all of the marital assets?
Have you either completed disclosures, or have statements/online access
Yes
No
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