One-on-One Coaching
with Alex Beattie
Go from
"I don't know"
to "I've got this"
Most people going through divorce spend thousands in attorney fees getting up to speed on things they could have known before they walked in the door.
Coaching changes that. You'll know your financial picture, your priorities, and your strategy — before the meter starts running.
Divorce Prep Package
Your Complete 8-Week Divorce Prep System
Eight weeks of focused, strategic work — together. Whether you're still deciding or ready to file, we build your complete divorce preparation from the ground up so you walk into every conversation knowing exactly what you need, what you're worth, and what to ask for.
Each session builds on the last. By the time we're done, your finances are mapped, your documents are organized, your negotiation strategy is clear, and nothing catches you off guard.
What You'll Get:
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Weekly 60-minute 1:1 coaching sessions (8 total)
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Custom financial planning tools and spreadsheets
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Detailed parenting plan development (if applicable)
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Weekly action items and implementation support
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Post-session summaries and resources
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Customized PDFs tailored to your unique situation
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Complete document preparation system
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Negotiation strategy building
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Emotional support framework
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Preparation for having "the talk"
Perfect For You If:
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You are at a tipping point in your marriage and not sure if you will stay together
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You want comprehensive support throughout your divorce prep
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You need help implementing your divorce strategy
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You have complex custody or asset division matters
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You're seeking both practical and emotional guidance
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You want to optimize your settlement outcome
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You are preparing discreetly
Over eight weeks, we turn the overwhelming into manageable — one clear step at a time. This is the most thorough preparation you can do before, during, or alongside the legal process.
"Thanks to her guidance, I had a clear sense of what was most important to me and I secured the settlement I wanted. I cannot recommend Alex highly enough" — Lisa
"Every week you gave me just enough to do without making me feel overwhelmed, and I loved our weekly one-hour sessions. You made accountability easy." — Piper
Jumpstart Session
Your Fast-Track to Divorce Readiness in Just 3 Hours
Need to get up to speed — fast? Whether your spouse just brought up divorce, you have mediation coming up, or you simply need to know where to start, this intensive 3-hour session gives you a clear roadmap and the confidence to act on it.
You'll leave with a customized plan, a complete set of digital tools, and a written action summary — everything you need to move forward without second-guessing yourself.
What You'll Get:
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One intensive 3-hour coaching session
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Comprehensive divorce roadmap customized to your situation
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Complete set of digital planning tools
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Written action plan and session summary
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Prep guide for attorney/mediator consultation
Perfect For You If:
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You have an upcoming mediation or attorney consultation
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Your spouse recently initiated divorce discussions
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You need to understand your options quickly
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You prefer an intensive, focused approach
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You want essential guidance to get started
During our power-packed session, we'll tackle your most pressing concerns: financial planning, asset division, co-parenting considerations, and negotiation strategies. You'll leave with clarity about your next steps and the confidence to take action.
Your investment includes all digital tools and resources, plus a detailed summary of our session—everything you need to move forward with purpose.
"Because of the work we did together, I felt calm and in control and never once thought that I didn't know what I was doing. It was amazing." — Steph
"The 3-hour Jumpstart intensive was both affordable and effective. Alex focused on my priorities while helping me develop clear, practical next steps for my divorce journey."
— Tracey
Interested in adding CDFA financial guidance to your Jumpstart session? Email alex@thedivorceplanner.net to learn more.
Josephti Cruz
CDFA
Divorce Prep Package PLUS
CDFA Expert Guidance
Kathryn Holland
CDFA
The PLUS package adds two certified divorce financial analysts — Josephti Cruz and Kathryn Holland — to your coaching team. Together we analyze your complete financial picture, align your goals with your settlement strategy, and make sure the numbers actually work for your future before you agree to anything.
Jo and Kat will utilize their skills and expertise in analyzing complex financial issues of divorce, empowering you to make the best decisions during negotiations and set yourself up for financial security moving forward.
"Alex and team equipped me with the essential knowledge, tools, and resources to approach mediation with clarity and confidence. I felt empowered and ready to stand up for my future without fear." — Kara
Perfect For You If:
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You want expert input in crafting a settlement that makes financial sense long-term
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You're looking to potentially save thousands in legal fees by being prepared before mediation or court
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You want a financial advocate guiding you toward a secure future
What You'll Get:
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30-minute Discovery Session with the CDFA team to identify your financial goals and priorities
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90-minute Financial Diagnostic Review analyzing your completed TDP financial tools and spreadsheets for clarity on assets, debts, income, and expenses
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60-minute Financial Assessment Session with Josephti or Kathryn, including:
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Strategic framework for evaluating settlement options and guidance on aligning settlement decisions with your long-term financial goals
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Financial questions to ask your attorney or mediator during settlement negotiations
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An initial framework to help you think through financial tradeoffs
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Key financial observations and risk assessment Referrals to vetted professionals (attorneys, mediators, accountants) to support you through the process
Total CDFA time: 3 hours (30 min + 90 min + 60 min)
Important to Know: This is an introductory service and not intended to replace ongoing divorce financial planning. It does not provide legal advice or include negotiation on your behalf. Clients who need continued guidance may engage the CDFA team at Cover Your Assets for ongoing divorce financial analysis and support as their case progresses.
Included Resources
All packages include The Divorce Planner's digital tools and resources. Recommended by divorce attorneys, mediators and financial planners, these carefully curated assets are designed to complement your coaching sessions with:
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Financial planning spreadsheets to clarify your current and future financial picture
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Decision-making frameworks to guide you through complex choices
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Essential document collection and organization
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Asset Logs & Spreadsheets to help you catalog and understand valuations
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Calendars and To-Do Lists to keep you on task and focused
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Goal-setting worksheets to help you envision and plan for your future
