Understand the lasting impact of financial decisions you make.

dragon fly flying

For individuals contemplating or engaged in a complex divorce, I will work with you to understand the financial implications, make educated decisions regarding your divorce settlement, avoiding costly mistakes, saving money in legal fees.

When you hire me as your Certified Divorce Financial Analyst® 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

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 strategize a win for you. 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.

Going through a divorce changes more than just your marital status.

Divorce can be the catalyst to completely reassess your life goals.

There are no do-overs after you agree to a settlement. Don’t look back and wish you’d done things differently.

If you are contemplating, initiating, or navigating a divorce, you need a team to strategize for you. Having my expertise in your corner will guide you through what can be a confusing and overwhelmingly stressful chapter in your life.

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.

What does the Divorce Financial Planning process include?

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1. Review Current Financial Status

Compile, organize, and value assets

Analyze liabilities

Estimate immediate needs

Prepare statements of net worth

Develop realistic budgets

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2. Determine Long-Term Goals

Discuss and prioritize goals

Estimate future earning potential

Compare after-tax asset sales

Project retirement needs

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3. Analyze the Diverse Settlement

Review after-tax proposals
Estimate maintenance needs and analyze cash-flow
Compare and contrast settlement proposals
Develop alternative settlement proposals

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4. Manage Post-Divorce Assets*

Create financial plan

Oversee asset transfers

Management investments and monitor results