DIVORCE FINANCIAL PLANNING
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
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
