CONVENE WEALTH

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CONVENE WEALTH

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Understanding your Personal Wealth

Understanding your Personal WealthUnderstanding your Personal WealthUnderstanding your Personal Wealth

Get started with a free consultation!

Understanding your Personal Wealth

Understanding your Personal WealthUnderstanding your Personal WealthUnderstanding your Personal Wealth

Convene Wealth

Convene

Convene Wealth

Convene

Convene Wealth convenes with our clients to understand their unique financial situation when going through one of the most stressful events, divorce.

Wealth

Convene Wealth

Convene

Convene Wealth will collect all of your personal wealth information, review, and convene to discuss with you and your legal representation.

Convene Wealth

Convene Wealth

Convene Wealth

We convene with our clients and their representation to collect, connect, execute, and sustain our clients' personal wealth. 

Convene with Client & Representation

Our Personal Wealth Services

Convene & Collect

Convene, Execute & Sustain

Convene & Collect

  • Bank Statements: Checking, Savings, & Money Market Accounts (Individual, Joint, Trust & Corporate)
  • Credit Card Statements: Individual, Joint, & Corporate
  • Investment & Retirement Account Statements: 401k, IRA, Roth, Brokerage, Cryptocurrency, NFT, etc... (Individual, Joint, Trust & Corporate)
  • Tax Returns: Past 4 years, including W2s, 1099s, K-1s, etc... (Individual, Joint, Trust & Corporate)

Convene & Connect

Convene, Execute & Sustain

Convene & Collect

  • Assets: Property, Equities, Retirement, etc... 
  • Liabilities: Bank Loans, Mortgages, Credit Card Debt, etc...
  • Insurance: Health & Wellness, Property & Casualty, etc... 
  • Expenses: Understanding monthly, quarterly, annual, and unexpected expenses
  • Credit: Build, Fix, & Understand your Credit Situation.

Convene, Execute & Sustain

Convene, Execute & Sustain

Convene, Execute & Sustain

Mediation & Final Decree Support

  • Division of Assets
  • Liability Settlement
  • Insurance
  • Alimony
  • Child Support

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