IF YOU ARE READY TO reduce your stress, take control of your finances, and make informed decisions
WATCH THE VIDEO or read the faqs BELOW & THEN BOOK A CONSULT
WHAT TO EXPECT AT YOUR CONSULT
Your relationship with your financial planner is a partnership, and open communication is the key to our success in working together.
Here’s what to expect during your consultation:
1. Two-Way Q & A Session
We want to hear from you! Be prepared to share your specific needs, requirements, and goals. We encourage you to ask questions to clarify your doubts and ensure you understand our services, investment philosophy, and fee structures.
We will also ask relevant questions to get a deep understanding of what you're looking to achieve, and the challenges you're currently facing.
2. Receive Service Recommendations
Once we understand your needs, we will present the most relevant service options to you. The service should demonstrate how we are addressing your specific needs.
3. Understand Your Estimated Costs
We’ll provide our fees and outline a generalized idea for cost of services: typically including the scope of work, timelines, costs, and any other necessary details.
4. Next Steps
If we both feel it’s a great fit and you’re ready to move forward, we’ll send over an agreement for you to sign and then schedule an official kickoff call.
Remember, a consultation is your chance to evaluate our expertise, professionalism, and customer service. Don't hesitate to ask any questions or raise any concerns you may have. You can also read our FAQs for more information.
BOOK A CONSULT
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What is financial planning?
Financial planning involves creating a roadmap for your financial future, covering aspects like savings, investments, taxes, retirement, and estate planning, tailored to meet your long-term goals.
Why is retirement planning important?
Retirement planning is crucial for ensuring you have the necessary resources to support yourself and maintain your desired lifestyle in retirement, without the reliability of a regular paycheck. A lot of people think retirement brings joy, but we see it often causes stress. The irregularity of not knowing from where you income comes is disconcerting. We work with you to manage that transition.
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What is divorce financial planning?
Divorce financial planning involves assessing and planning for the current and future financial implications of divorce. It encompasses asset division, tax considerations, and post-divorce financial stability.
How can a financial analyst and planner assist in the divorce process?
A financial analyst can offer impartial advice on dividing assets, forecast the financial impact of various settlement options, assist in budgeting for post-divorce life, and ensure you're making informed financial decisions.
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What is a collaborative law financial neutral?
A collaborative law financial neutral is a professional who assists both parties in a collaborative divorce by providing objective financial analysis and advice, without representing either side.
How does Jennifer Failla serve as a financial neutral in my divorce?
Jennifer provides impartial financial expertise, analyzing your combined financial situation, helping identify and value assets, and forecasting the long-term implications of settlement options to facilitate equitable decisions.
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How can a financial analyst and planner assist in legal cases involving financial matters?
A financial analyst provides expert analysis on financial issues, offering detailed reports for asset valuation, income analysis, financial impact forecasts, and more, supporting attorneys in building a stronger case for their clients.
What specific services does Jennifer Failla offer to attorneys?
Jennifer offers financial analysis in divorce, including asset tracing, valuation, income and expense analysis, settlement scenario forecasting, mediation client support and expert witness testimony.