top of page

Divorce Financial Planning

Financial Strategy for
Your Fresh Start

Why Cover Your Assets?

At Cover Your Assets Divorce, we're here to help individuals navigate the complexities of divorce with care, clarity, and confidence. As an independent, divorce-focused firm, we offer thoughtful and transparent guidance tailored to each person's unique situation.

Who We Serve

We work with clients facing the financial complexities of divorce—whether they've built careers outside the home or devoted themselves to leading within their families. From high-earning professionals to long term Stay-at-Home Mothers (SAHMs), we offer thoughtful support and tailored insights to help them move forward with greater clarity and confidence about their financial future

Services

Situation
Assessment
Interim/Long-term
Planning
Settlement
Analysis
Post-Divorce
Wealth Management

Information Gathering

We'll sort through your financial documents to give you a clear picture of where you stand.

1

Settlement Negotiation

We'll meet with you to discuss our findings and talk through different options until an agreement is reached.

3

Analysis

We'll analyze your finances to create an easy-to-understand summary with settlement options and a sound financial plan.

2

Documentation

We'll compile the agree-upon settlement terms in a document that you or your mediator/attorney can reference when drafting the divorce decree.

4

Not Sure Where to Start?

Complimentary Strategy Session

A 30 minute conversation to discuss your situation, ask initial questions, and determine the right next step.

Ready for Real Financial Preparation?

Financial Strategy Intensive Package— $995

An initial financial assessment and strategic planning package designed for individuals seriously considering or preparing for divorce:

  • Expert Financial Assessment by a CDFA

  • Strategic Planning Session

  • Personalized Written Game Plan

DIVORCE FINANCIAL PLANNING

©2025 by Cover Your Assets

Sign up for our mailing list and receive our free divorce financial planning document checklist!

Northern California Office

7901 Stoneridge Dr.,

Pleasanton, CA 94588

Southern California Office

1730 E. Holly Ave, Suite 838

El Segundo, CA 90245

(310) 906-0503

Cover Your Assets’ employees are NOT ATTORNEYs AND DO NOT PROVIDE LEGAL ADVICE. All information provided is financial in nature and should not be construed or relied upon as legal or tax advice. Individuals seeking legal or tax advice should solicit the counsel of competent legal or tax professionals knowledgeable about divorce laws in their own geographical areas. Divorce financial planning is a fee-only process that does not include investment advice or securities or insurance transactions.

bottom of page