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™​​​​​​

LIFE HAPPENS  Change is a fact of life, sometimes it catches us completely off guard and sometimes we initiate it.  In either case it can be a difficult time.  This is when a good grasp of your financial picture becomes particularly important, and whether it is due to a death of a spouse, a job change, the end of a marriage, or maybe you want to start a new business, we can help.   We begin by assessing your current situation, then consider the different scenarios in your life that may need a deeper look, discuss the mid and long-term implications of the possibilities.  You will move toward success!

​Empowering Women Through Financial Literacy

​​​​​​​​​​​​WOMEN AND DIVORCE  

Money issues are responsible for 22% of all divorces according to the Institute for Divorce Financial Analysis, so when that change in your life is divorce, professional experts in legal, financial, and emotional support become quite important throughout the process.  Assembling a team to support you and your family during this time can make all the difference in how you move forward.  You will want to quickly begin organizing your income, expenses, assets, liabilities and how your goals and priorities align with these. 

Having a Certified Divorce Financial Analyst, on your team will make a difference.  Particularly as we look at the implications of your settlement over the long-term; not doing this could lead to financial vulnerability. 

You might think hiring a CDFA is an added cost to an already expensive divorce, but understanding your financial situation, as you negotiate or even better, prior to meeting with you attorney, will make the process smoother and more efficient, this saves you money.  

​With our financial analysis services and divorce support services, we can help create a roadmap to financial fitness and overall wellness.

survive divorce


You are not getting divorced, but you would like to address your finances.  Perhaps you are thinking of leaving the corporate world, becoming an entrepreneur, or just want to get organized and plan ahead.  Or, maybe you are one of women I speak with regarding their finances frequently say something quite similar "My husband manages the money in our family"  or if single "My dad is still managing my investments for me."  Now, don't misunderstand me, that is all well and good, it is wonderful to have someone looking out for your best interests, makes life easier sometimes.  The concern lies in if you rarely participate in the finances, other than possibly earning or spending it, as this can be a set up for financial vulnerability over the long-term.  Something as simple as taking a deep dive into what your financial picture looks like, a review, can go a long way to ensure you are in sync with your long-term financial goals.

​Being informed and planning ahead can make such a difference in the long run.