Your Financial Partner During a Divorce
During this emotional and uncertain time, our team, led by a Certified Divorce Financial Analyst (CDFA®), helps you navigate the financial complexities of divorce with clarity, stability, and confidence.
Our Approach
What’s more, clients value our ability to act as an objective sounding board during this emotionally charged time in their lives.
A Distinct Set of Services
Expect personalized guidance and specialized support from our team, led by a CDFA®, as you navigate every stage of the process.
Pre Divorce
Expert financial preparation leveraging our in-house Certified Divorce Financial Analyst, CDFA®
Objective: Determine your goals and assess your financial situation
Services:
- Conduct in–depth discovery to help you prioritize what’s important to you and the financial tradeoffs you’re willing to make. This includes prioritizing short, intermediate and long-term financial goals.
- Compile and review of financial statements, tax returns, and any other critical data
- Conduct cash flow analysis
- Create a personal balance sheet
- Create a projected budget
During Divorce Proceedings
Sophisticated financial analysis of potential settlements supported by our in-house CDFA
Objective: Help your attorney negotiate the best possible financial outcome for you
Services:
- Generate ways to creatively achieve your goals
- Model for division of assets and creating of various “what if” scenarios
- Assessment of financial implications of various settlements either proposed by your attorney or received from your spouse’s representative
- Evaluation includes implications for potential tax liabilities, cash flow, and achievement of financial goals
- Provide a completed financial affidavit, property division, and budget & tax reports to your attorney
Post Divorce
Comprehensive wealth management provided by our team
Objective: Empower you with resources and tools to live the life you envision and achieve your most important goals
Services:
- Comprehensive financial planning that incorporates terms of the final settlement
- Financial education
- Investment management
- Support for asset transfers and settlement terms
- Guidance for updating your estate plan
Committed To You
With more than 30 years of meeting the needs of high-net-worth clients, our team possesses the technical know-how and deep experience to address the complexities of a divorce.
Specialized credentials held by our team
The combination of this expertise makes us uniquely qualified to become a trusted partner for our clients during all phases of a divorce.
Frequently Asked Questions
Divorce has financial implications that can affect you for years to come. A Certified Divorce Financial Analyst (CDFA®) helps you evaluate settlement options, understand the long-term impact of financial decisions, and work toward a settlement that supports your long-term financial well-being. Even those who feel well-prepared can overlook important financial details.
The earlier, the better. Whether you're considering divorce, actively negotiating a settlement, or adjusting to life afterward, financial guidance can help you make more informed decisions and avoid costly mistakes.
Yes. We work collaboratively with your attorney and other professionals to help ensure your financial decisions support both your immediate needs and your long-term goals. As a CDFA®, we also help you develop an accurate post-divorce budget, prepare your financial affidavit, and identify expenses that may otherwise be overlooked.
We help you evaluate the financial impact of divorce decisions involving retirement accounts, investments, real estate, pensions, business interests, taxes, and cash flow. Our goal is to provide the insight needed to make informed decisions and build a sustainable financial future. While we do not provide legal advice, we collaborate with your attorney and other professionals throughout the process.
Perspectives To Prosper
We meet you where you are in your financial journey, providing insights that encompass topics from the simple to the complex.
