Divorce Planning for Individuals

You need a financial expert to strategize a win for you.

dragon fly flying

When should you hire me?

  • You need a strategy for your divorce settlement.

  • You want to understand how much spousal support you may owe or be entitled to.

  • You’ve hired an attorney and want help preparing your financial documents.

  • You want someone to translate what your attorney says to you.

  • You’re in mediation (or considering it) and need help representing yourself.

  • You need expert assistance modifying support issues post divorce.

  • Whether you’re in the midst of divorce or are simply exploring your options, I can ensure the best possible outcome for your future.

Life doesn't always work out like we had hoped. If you are contemplating, initiating, or navigating an unexpected divorce, you need a team to help you negotiate a win for you.

As part of your team, I am a CDFA specializing in high net worth California divorces. With fees that are 30% to 50% less than California family law attorneys, you’ll want my expertise in your corner to help guide you through what can be a confusing and overwhelmingly stressful chapter in your life.

What does the Divorce Financial Planning process include?

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Pre-Divorce Information Gathering and Fact Finding

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Organizing and Analyzing Financial Data

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Drafting Mandatory Preliminary Disclosure Documents

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Lifestyle Analysis

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Developing Financial Reports

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Review and Analysis of Proposed Settlements and Divisions of Property

Presenting Alternative Financial Scenarios

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Presenting Alternative Financial Scenarios

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With me on your team, you can make educated decisions regarding your divorce settlement.

When you hire me as your CERTIFIED DIVORCE FINANCIAL ANALYST (™) (CFDA), you will:

Gain objective financial analysis and advice


Feel more confident and in control of your options knowing you have an advocate in your corner

Navigate times of uncertainty and unease without added stress, overwhelm and confusion

Make decisions from a position of strength so you can protect your lifestyle

Avoid costly mistakes that could have long-lasting repercussions and jeopardize your financial future

Going through a divorce changes more than just your personal life: It can be a catalyst to completely reassess your life goals. You only get one opportunity to avoid mistakes that can have a catastrophic effect on your entire financial future. Don’t look back and wish you’d done things differently.