A strategy session is a meeting with a legal professional to determine the best course for you regarding the retirement asset. Most plans have several different options (including survivor benefit annuities and segregation of accounts). With QDRO Now!, you can book a strategy session with a legal professional to determine the best course of action for you. It is a little known and not often discussed fact that a QDRO (catch all term for any retirement division order) is an advocacy document, meaning it advocates a position for the drafting party (you). Most judges and family lawyers treat the QDRO as a "neutral document" and order the cost of preparation shared by the parties. My best advice to you is to always offer to draft the QDRO and agree to pay for it. This gives you control over the document and the decision-making. Book an appointment for a strategy session to learn your options and how to best set yourself up for success in the future.
Of course, you can treat the QDRO as a "neutral document," which is what 90% of people do. This does not require a strategy session. We will ask you for pertinent information and use that information to draft the proposed order. We can draft an order for virtually all public or private plans in the country with a few pieces of information.
We differ from other QDRO drafting companies by offering a reasonable price and quick turnaround for neutral documents, but permit you to book strategy sessions to meet with a professional to discuss options and develop your strategy.
This is likely the most valuable asset you own. For peace of mind, or for additional advocacy (the lawyer working to protect you), you may want to book a strategy session with a lawyer to discuss maximal protection strategies. A strategy session can provide a layer of protection foe your interest in the retirement asset. This may well be the very best investment you make in your divorce because.