Just when the caterpillar thought the world was over, it became a butterfly.

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​​Thank you for visiting, I have relied on this proverb many times, hope it serves you well.                                                                                        

                                                                                                                             ~ Jessica

Jessica M. Garcia, MBA, CDFA™​​​​​​

​Welcome!  Most likely you are visiting because you have been faced with circumstances that are requiring a hard look at your finances, having to make decisions, and not sure where to begin.  Maybe you have been putting this process off, hoping it will go away. 

We understand.  Our clients would tell  you that have come to the right place.  The clients we serve:

  • Are in what is referred to as Gray Divorce; they are age 50 plus, married 25 years or more, exchanged a career to support the other spouse and raise a family, have accumulated sizeable marital assets, and now are facing divorce
  • ​Have been given a separation agreement to sign and want to look deeper into what that means to them financially speaking 
  • ​Want to be efficient with financial resources when working with a divorce attorney so we help them to prepare their financial picture prior to that first meeting; income, expenses, assets, liabilities
  • ​Do not know where to begin when completing the Financial Affidavit
  • ​Want to set up a budget and look at long term projections of cash flow
  • Just want to "pick our brain" on a consultative basis, no in depth analysis, usually it is conversation about our knowledge and experience as it relates to their financial facts​​


Based in North Carolina, serving clients throughout the US, our solutions are tailor made.​ 

Ready to Brainstorm?​ 

Getting divorced in Cary, NC

Jessica M Garcia MBA CDFA


Factors to consider during "Gray Diivorce"

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