Financial Clarity During and Beyond Your Divorce.

With the background and training as a CERTIFIED FINANCIAL PLANNER™, we conduct a careful analysis and review to help you to understand your financial situation along with the short and long term implications of any potential settlements.   Our reports will provide you with financial clarity and strengthen your divorce case.

As your financial neutral professional, we assist with gathering and analyzing the financial information for your divorce and provide financial information and reports designed for both parties involved.  Our goal is to provide you with the clear and concise financial knowledge to empower you to make informed decisions as a divorcing couple.

As your divorce coach, we can guide you through the steps to take before, during and after your divorce.  We will help you organize your documents, set goals and prepare you for your new life potentially saving you time, money and minimizing the stress involved.  Our role as your coach is to consider the emotional and financial aspects of divorce.

Collaborative divorce is a team approach to the divorce process.  As the financial neutral on the team, we work with both spouses, their attorneys and a mental health professional to consider the goals and interests of the family.  Our role on your team is to provide both spouses with financial clarity through our financial analysis and reports hetping you to make thoughtful decisions.

As your mediation or litigation support, we work closely with mediators and legal teams.  We provide the financial calculations and reports needed to gain clarity on the financial aspects related to divorce.  Our information will provide you a thorough understanding of your financial picture so you can negotiate from a position of confidence.

Once you're divorce is settled, there are still additional financial steps to complete.  We will help you finalize such things as account transfers, update account beneficiaries, divide IRA's and investment accounts, create new budgets along with updating estate plans.  Our goal is to support you through these next steps and help you craft your new life beyond divorce.