Strategic Planning

Here at Jacobs Berger, LLC, we don’t offer “consultations,” we offer Strategic Planning Sessions. Why? Because we don’t just collect information in order to provide a potential client with a fee quote. We’re different. We talk about what really matters. We meet with potential clients, review your particular situation and any relevant documentation, and we talk about goals. We talk about the goals for your case, but also, and almost more importantly, your goals for your life. We then talk about potential options for reaching as many of them as possible. Then, together, we craft a strategy based on your unique circumstances.

Clients leave our office with a concrete plan of action. Whether you choose to retain us or not, you walk out with a clear idea of how best to proceed.

We provide a total package. We don’t believe in giving you a snippet of information that will persuade you to hire us if it’s not the information that you need. If you choose not to hire us, we want you to at least know that we gave you the best advice for your situation — not the best sales pitch.

What to bring to your Strategic Planning Session (SPS)

We want to review anything and everything that pertain to our clients’ cases, including any:

Premarital agreements
Judgments of divorce/dissolution
Settlement agreements
Custody and parenting time agreements
Child support orders
Prior court orders
Domestic violence restraining orders
Financial records
Assets and liabilities statements
Journals/photographs/calendars

If you think other information could be relevant to your case, we encourage you to bring it along. Together we will determine whether it is ultimately useful to achieving the end goals we talk about in our meeting.

Completing a Case Information Statement

One of the most important documents for every person seeking a divorce or a post-judgment modification of support to complete is a Case Information Statement (CIS). We encourage you to fill out this document before you come to our office for a SPS regarding financial issues. It will help you to prepare and, become familiar with the financial particulars of your matter, and it will help us advise you more effectively and thoroughly. Here’s a little secret: it never hurts to fill one out periodically because it will help you budget each month and get a firm handle on your current assets/liabilities. You can thank us later!

To arrange a Strategic Planning Session with one of our New Jersey attorneys, please reach out to our Morristown office by email or by calling 973-354-4574.

Reach out to our experienced NJ family lawyers

Our office is conveniently located at 16 Washington Street, Suite 201, Morristown, NJ 07960 and we are also available via telephone or Zoom.

We invite you to call our team or fill out our online contact form to arrange an initial Strategic Planning Session. We look forward to helping you de-stress!

Jacobs Berger, LLC
16 Washington Street Suite 201
Morristown, NJ 07960
Phone: 973-354-4574
Toll Free: 866-440-4770
Fax: 973-710-4367

Strategic Planning