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DIVORCE FINANCIAL PLANNING
Our Services
Clear guidance for one of life's most complex transitions— here's how we can help
Our Approach
Our Approach
Situation Review
We begin by gathering and organizing your financial data to create a clear picture of your current situation. This includes reviewing income, assets, debts, benefits, and property classifications, as well as preparing your Statement of Net Worth. We also interpret complex financial documents to ensure nothing is overlooked.
Interim & Long Term Planning
Together, we clarify your goals and build a roadmap that balances short-term needs with long-term security. We create realistic, tax-aware budgets, project future expenses (including retirement and education), and assess insurance requirements. This helps you make informed, confident decisions during a time of uncertainty.
Settlement Analysis
We evaluate the financial impact of proposed settlements by modeling cash flow, tax consequences, and net worth projections. Our analysis includes support calculations, alimony tax implications, and comparisons of different asset division options. We also help assess the fairness and sustainability of the agreement.
Post Divorce Wealth Management
After settlement, we assist with transferring assets, updating legal titles, and avoiding common pitfalls that can happen with implementing settlement agreements. We continue to guide you through your financial plan and help keep you aligned with your goals. For ongoing wealth management services, visit our partner firm, WealthGarden
Intensive Package
Financial Strategy Intensive Package
Considering separation but not sure where to start?
Whether divorce has been mentioned or you're simply evaluating your options, this is the time to understand your financial position before making any major moves. Preparation changes everything.
Financial Strategy Intensive Package— $995
This introductory package is designed to help you organize your financial life, identify opportunities and potential risks, and approach the next phase of your divorce with structure and intention.
What's Included
Confidential Financial Discovery Session (30 minutes)
Discussions of your current situation, concerns, and immediate financial questions
Expert Financial Assessment by a CDFA (90 minutes)
An initial analysis of your:
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Assets and liabilities
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Income streams
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Financial vulnerabilities and negotiation considerations
Strategic Planning Session (60 minutes)
We'll provide:
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Key financial observations
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Common settlement considerations
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Questions to raise with your attorney mediator
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An initial framework to help you think through financial tradeoffs
Personalized Written Game Plan
A detailed summary outlining:
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Which documents to gather
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Which numbers to verify
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Financial priorities to safeguard
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Smart next steps to consider
This is for you if:
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You're thinking quietly about divorce
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Your spouse initiated divorce discussions
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You're preparing for mediation or an attorney consultation
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You want facts before making emotional decisions
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You value discretion, structure, and thoughtful planning
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You want to understand whether you may need deeper financial guidance
Not Quite Ready for the Intensive?
Start Here
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