Next steps
Start with a conversation.
It is complimentary, it is confidential, and nothing about it commits you to anything. Tell me roughly where you are and I will tell you honestly whether I can help.
Brooke Summerhill, CFP®, CDFA®
Divorce Financial Consultant
Sending documents
Use the firm’s secure upload link rather than email. It is encrypted in transit and is the right place for statements, tax returns, and anything with an account number on it.
Press, events, and referrals
For press, speaking, referring a client, or anything else, the same form is the right place.
Before we speak
Brooke is not an attorney and does not give legal advice, so you will keep your own. Consulting is fee-only, and the first conversation costs nothing.
What the first conversation is
The first conversation is not a sales call.
You describe your situation, I ask a few questions, and we both find out whether this is a fit.
If a different professional is what you actually need, I will tell you so and point you toward one.
All correspondence is confidential, and it stays that way whether or not we end up working together.