Journey Through and Beyond Divorce

You’re Not Alone. We’ll navigate the complexities of divorce, mapping a path to a secure and prosperous future.

Together, let’s sort through the financial and emotional uncertainties of divorce.

A New Beginning: Step-By-Step

Have you stayed in your marriage because of financial concerns?

If you’re in a situation where financial challenges influence your decision to remain in your marriage, know that you’re not alone.

You need an advocate who understands the financial nuances associated with divorce.

As a Certified Divorce Financial Analyst (CDFA®) with over 20 years of experience, let’s confidently manage your divorce process together.

Understanding the Impact of Your Divorce

Legal discussions can get emotionally charged, which can shape the choices made during the settlement process. Altering a divorce settlement post-agreement can be a challenging task.

That’s why I look at all aspects of your financial situation as you go through various phases of your divorce process:

Thinking about divorce:

How would a divorce affect me financially?

During the divorce:

Should I keep the house?
Should I buy a new home or rent?
How do we divide our retirement plans?
What should we do about debt?

After the divorce:

What does this settlement mean to me?

Remember, we are not replacing your attorney but can help guide you in establishing goals and creating a plan that pursues them.

My role is to help you detach from the emotional aspect of the settlement process and understand the long-term implications of your divorce settlement.

Our Comprehensive Ten-Step Process

Divorce doesn’t mean the end of your financial well-being. While divorce often dwells on past issues, financial planning is focused on what’s ahead.

This post-retirement financial projection process gives you a realistic view of your financial situation so you can live an empowered, secure life. 

1) Initial Consultation

Begin with a personal consultation to understand your current situation, discuss your financial goals, and collect preliminary information.

2) SCENARIO EXPLORATION​

Explore different settlement scenarios and post-divorce budgets, providing a range of financial outcomes for consideration.

3) SECURE DATA COLLECTION

Securely upload your personal profiles, financial data, proposed budgets, and any settlement offers to our cloud for comprehensive analysis.

4) REVIEW & FEEDBACK SESSION

Discuss the initial projections, explore your thoughts and feedback, and consider any adjustments needed.

5) FINANCIAL GOAL SETTING

Define your financial goals and expectations for post-divorce life, including lifestyle, savings, and investments.

6) REFINEMENT & FINALIZATION

Refine the projections based on your feedback, adjusting for any new information or changes in goals.

7) COMPREHENSIVE DATA REVIEW

A detailed meeting to go over the collected data, discuss any offers from your spouse, and ensure all financial aspects are covered.

8) DOCUMENTATION & COLLABORATION

Provide documentation of your final financial projection plan and collaborate with your attorneys to support your case.

9) DEVELOP INITIAL PROJECTIONS

Create initial financial projections considering assets, taxes, income needs, housing, and mortgage qualifications.

10) EMPOWERMENT & STRATEGY

Equip you with knowledge, strategies, and confidence to make informed financial decisions post-divorce.

1. Initial Consultation

Begin with a personal consultation to understand your current situation, discuss your financial goals, and collect preliminary information.

2. SCENARIO EXPLORATION​

Explore different settlement scenarios and post-divorce budgets, providing a range of financial outcomes for consideration.

3. Secure Data Collection

Securely upload your personal profiles, financial data, proposed budgets, and any settlement offers to our cloud for comprehensive analysis.

4. Review & Feedback Session

Discuss the initial projections, explore your thoughts and feedback, and consider any adjustments needed.

5. Financial Goal Setting

Define your financial goals and expectations for post-divorce life,
including lifestyle, savings, and investments.

6. Refinement & Finalization

Refine the projections based on your feedback, adjusting for any new information or changes in goals.

7. Comprehensive Data Review

A detailed meeting to go over the collected data, discuss any offers from your spouse, and ensure all financial aspects are covered.

8. Documentation & Collaboration

Provide documentation of your final financial projection plan and collaborate with your attorneys to support your case.

9. Develop Initial Projections

Create initial financial projections considering assets, taxes, income needs, housing, and mortgage qualifications.

10. Empowerment & Strategy

Equip you with knowledge, strategies, and confidence to make informed financial decisions post-divorce.

Visualizing Your Financial Future

I employ a robust ten-step process to ensure that we evaluate all aspects of your financial situation so you end up with the best possible outcome.

Pre-Divorce Checklist

Pre-Divorce Checklist

Going through a divorce can be an incredibly challenging and emotionally taxing period.

It’s a phase where life may seem quite turbulent. If you’re contemplating a divorce or if your partner has initiated the discussion, we’ve developed a list of items you should address before you proceed.

Clear-headed financial guidance in challenging times:

What Our Clients Are Saying

Empower Your Journey: Stay Informed!

Navigating through divorce is a journey that demands strength, resilience, and, most importantly, knowledge. Equip yourself with the power of understanding by exploring our latest insights. Discover empowering strategies and informed perspectives to maintain control over your financial health during this pivotal time

Protect your future if you’re considering divorce or have already started the process. You owe it to yourself.