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How to Prepare for Your Consultation

Coming prepared makes your consultation more productive, more efficient, and less stressful. You don’t need everything perfect, but having the following information ready will help you get clear answers faster.

Start with the basics

Bring anything that helps us understand your financial picture:

  • Proof of income (recent pay stubs, W-2, or tax return)
  • Most recent tax return
  • Basic understanding of monthly income and expenses

This helps determine questions around support, whether you may be paying or receiving.

Understand your major assets

  • Look up your home value (Zillow or similar estimate is fine)
  • Bring your most recent mortgage statement

This helps begin conversations around property and asset division.

What we’ll focus on during your consultation

Most consultations center around three key areas:

  • Custody of children
  • Support (child and/or spousal)
  • Division of assets and debts

You don’t need all the answers, this is a starting point.

Five Steps to Prepare for This Transition

If possible, gather digital copies of the following:

  1. Last two years of tax returns (including W-2s)
  2. Most recent bank statements
  3. Most recent retirement account statements
  4. Most recent credit card statements
  5. Most recent mortgage statement

Important note

You will need these documents when preparing your financial disclosures.

If you anticipate difficulty accessing accounts later, it’s a good idea to download copies now.

You don’t have to figure this out alone.

The consultation is where everything starts to make sense.

👉 Get clear on your situation
👉 Understand your options
👉 Know exactly what to do next

Book your consultation — $85
(applied toward services)

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📞 Call or Text: 707-361-1101