Getting Started
Mapping where you want to go
In creating a plan, we need to identify your goals and the time and money necessary to achieve them. When planning a road trip, you obtain maps and estimate driving or flying times. You estimate the length of the trip, and the money necessary to achieve it. If you are a hiker like I am, you also estimate your stamina and manage this, to reach the trail's high points, and the final evening destination. In capturing your financial data, we establish the basis for these projections. Having a plan can put you on track for solid footing in achieving a secure future. All planning services are offered on a retainer basis, billed in hourly increments.

For my divorce planning kit, click here to request a divorce planning kit.

For my bridal kit, to smooth couple discussions around their combined family finances, click here.

Certified financial planner Kathleen Nemetz helps people of all ages organize their financial lives and get on track to building and maintaining wealth. She also works with divorcing couples or individuals as a certified divorce financial analyst. Starting with a first conversation, financial planning is meant to be an affordable and highly valuable investment in your future.

About five hours minimum are necessary to produce a basic financial plan, using statistical evaluation and asset allocation tools. Divorce analysis cases usually require much more time as they usually involve interaction with client attorneys, as well as with you, the client. Fees are $150 per hour.

A first time counseling session is ONE hour. In that time I will cover a lot of ground. You will be able to move forward on your goals more confidently coming out of the meeting. We will build toward an action plan to keep you navigating toward goals over a longer time. My clients come back whenever they need financial advice.