A guided approach through the three phases of divorce

Prepare

We start by developing your goals and defining the best possible outcome that you envision for yourself and your family. We put you in control of a process that feels uncontrollable, and we give you the confidence to move forward.

Plan

Next, I analyze and plan during the divorce process. We work together to achieve your goals and help you find closure; not with the divorce process or your ex-spouse, but within yourself.

Establish

After the divorce, our focus shifts towards financial planning, wealth building and lifestyle management. Utilizing the groundwork laid during divorce, we establish a solid foundation for financial stability as you face an inspiring future.

How we would work together to achieve your goals

Initial meeting

I meet with individuals or couples during this initial 30 minute meeting. Together we will build a roadmap for your family divorce journey, and talk through expected next steps.

Prepare to separate

We assemble your divorce team by providing a list of mediating attorneys, consulting attorneys, divorce coaches, therapists, or child specialists specific to your needs, and based on our roadmap.

My role as your divorce financial professional, CDFA, will be to coordinate your professionals, keep your process on task, help you gather financial data, and prepare an immediate financial action item list.

Prepare to divorce

Once you start the legal process, you’ll need to prepare financial disclosures with the information you gathered.

We will analyze the data and prepare financial projections based on your preferences and my recommendations.

Prepare for the rest of your life

During the divorce process we will have built a sustainable financial plan for you to implement after settlement. Find inspiration and hope in taking your settlement resources and putting them to work for growth, tax efficiency, and lifestyle needs.

Experience a happier and more fulfilled life with me as your CFO

We all deserve to live happier, more fulfilled lives, and I’m honored to be on this path with you.

We will continue to manage the changing financial landscape of your life and respond with strategies and financial planning that is built to provide the highest value to you.