$1,575
Strategic
Planning
Scope of Work:
6 Hours
Initial Consultation: 30–45-minute introductory meeting to assess your needs.
Document Collection & Organization: 30 minutes dedicated to gathering and organizing essential financial documents.
Data Entry & Financial Analysis: Up to 3.5 hours of in-depth data input and financial assessment.
Divorce Mortgage Planning Report (Lite) Presentation: 30-minute Clear, actionable review of your customized mortgage strategy and discussion of your actionable review of your customized mortgage strategy and discussion of your personalized report.
Professional Consultations with Client/Attorney/Mediator/Financial Advisor: 30 minutes of collaborative discussions with your attorney, mediator, or financial minutes of collaborative discussions with your attorney, mediator, or financial team to align strategies.
Ongoing Communication: 1 hour of Continued email and phone support to address questions and provide updates.
$2,025 to 2,575
Comprehensive Planning
Scope of Work:
9 Hours to 12 Hours
Initial Consultation (30–45 minutes): A focused session to assess your financial situation and housing goals.
Document Collection & Organization (1 hour): Efficient gathering and organization of all necessary financial documents.
Data Entry & In-Depth Analysis (Up to 6 hours): Detailed financial analysis to develop strategic mortgage and real estate solutions.
Divorce Mortgage Planning & Real Property Report with Tax Implication Analysis: A comprehensive report outlining mortgage strategies, property division options, and potential tax impacts.
Report Presentation (60–90 minutes): A thorough review and discussion of the Divorce Mortgage Planning Report to ensure clarity and understanding.
Report Updates (As Needed): Revisions and updates to the DMPR as circumstances or negotiations evolve.
Professional Consultations (2 hours): Direct collaboration with your attorney, mediator, or financial team to align strategies and support case progress.
Ongoing Communication (2 hours): Continued support through email and phone correspondence to address questions and provide guidance.
$1,000
Loan Assumption Facilitation & Divorce Mortgage Planning
Scope of Work:
8 Hours
Navigating the loan assumption process during divorce requires careful financial planning and adherence to strict lender guidelines. A loan assumption allows one spouse to take over the existing mortgage while removing the other from liability. However, even for a qualified assumption, the prospective borrower must still meet the lender’s financial requirements and obtain approval.
This specialized service provides strategic divorce mortgage planning and hands-on assistance in preparing for a successful loan assumption application.
What This Service Includes:
Divorce Mortgage Planning: Ensuring that the financial details of the divorce settlement align with mortgage qualification requirements.
Document Preparation & Guidance: Assisting in gathering, organizing, and submitting the necessary financial and legal documentation to the mortgage servicer.
Financial Qualification Strategy: Reviewing income, debt, and assets to assess eligibility and address potential qualification challenges.
Understanding Lender Requirements: Educating you on the assumption process, lender expectations, and steps involved in obtaining approval.
Collaboration with Your Divorce Team: Coordinating with attorneys, financial professionals, and real estate experts to ensure a smooth transition.
Important Disclosures:
❗ No Guarantee of Approval: Mortgage assumption approval is at the sole discretion of the lender, based on their underwriting guidelines and creditworthiness assessments.
By leveraging the expertise of a Certified Divorce Lending Professional (CDLP®), you gain critical insights and support to navigate this complex process with confidence.
Additional Services and Litigation Support
$225 / Hour
Additional Hours:
Divorce Mortgage Planning Consultation & Litigation Support
Comprehensive guidance through all stages of divorce—pre-divorce planning, settlement and negotiation, and post-divorce planning. Services include strategic mortgage financing solutions for equity buyouts, refinancing, and home purchases, along with expert consulting and litigation support for attorneys and clients through financial analysis, document review, and case strategy development.
$225 / Hour
Mediation & Collaborative Support
Providing additional support during mediation and the collaborative process when mortgage financing is needed.
$225 / Hour
Expert Witness Reports & Testimony
Serves as an expert witness, providing invaluable insights and testimony on mortgage matters during divorce proceedings, offering a specialized perspective.
Ready to Start A New Chapter?
If you're ready to take control of your financial future and want strategic mortgage solutions to support your divorce journey, let's take the next step together!
