Strategic Financial Expertise
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(480)277-5894
7950 E. Acoma Dr. #111
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Strategic Financial Expertise
(480)277-5894
7950 E. Acoma Dr. #111
Our divorce financial services practice is centered on giving exceptional client service. We pride ourselves on our open, down-to-earth approach. As part of this accessibility commitment, we will keep you posted on the progress of your divorce financial analysis, and your options, every step of the way.
Want to get started right away? Start by requesting an appointment for step-by-step guidance from a divorce financial analyst.
We will discuss the issue in a phone call to see whether we can help you. This will not take long, and there is no obligation on your part to employ our services, but we can NOT give financial divorce advice until you become a client.
After the initial chat, we will let you know whether you would benefit from a consultation with us as a client.
The next step is for us to send you our client care documents. These will confirm our charges in writing and explain exactly where you stand with us and how we will work with you. The client care documents will include our contract, disclosures, and services, with estimated charges.
Once you agree to our client care documents, we will start work. This usually involves a review of your documents and an initial meeting with you to give you practical guidance about next steps.
We will discuss the issue in a phone call to see whether we can help you. This will not take long, and there is no obligation on your part to employ our services, but we can NOT give financial divorce advice until you become a client.
After the initial chat, we will let you know whether you would benefit from a consultation with us as a client.
The next step is for us to send you our client care documents. These will confirm our charges in writing and explain exactly where you stand with us and how we will work with you. The client care documents will include our contract, disclosures, and services, with estimated charges.
Once you agree to our client care documents, we will start work. This usually involves a review of your documents and an initial meeting with you to give you practical guidance about next steps.
We can meet at our Scottsdale, AZ location.
*This location allows us to keep our meeting and the information discussed strictly confidential.
We can also meet in our secured online conference room. *You will want to make sure you are located where others cannot see your screen or be overheard, to ensure confidentiality.
We are happy to meet at a neutral location, as long as it’s someplace that will allow privacy for us to discuss your concerns confidentially.
**We serve clients in the state of Arizona. If you are located outside of AZ, we will be happy to forward you information about CDFA® professionals in your area.
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Katelin Kalik is NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL ADVICE. All information provided is financial in nature and is NOT legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about the divorce laws in their own geographical areas. Divorce planning is a fee-only process that does not involve investment advice or securities or insurance transactions.
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