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Complexity into Clarity for Every Stage of Divorce


Divorce presents a range of complex financial decisions, each with the potential to shape your future for years to come. We turn that complexity into clarity, informing and empowering you at every step. From the Financial Declaration to settlement design, post-divorce implementation, and ongoing wealth management, we provide steady, strategic guidance to help you move forward with confidence.

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Understanding Where You Stand

Divorce Made Manageable: Our Empowering Approach

We guide you through every stage of the divorce process with a clear, structured approach, ensuring you have the knowledge and support to make informed decisions about your wealth.

  • Discovery Meeting: Clarifying Your Financial Picture
    A phone consultation to determine if we’re the right fit and begin organizing your financial details—so you feel in control from the start
  • Budgeting & Financial Declaration Support
    We help estimate post-divorce expenses and complete the required financial declaration form, simplifying an often-overwhelming task
  • Marital Estate Summary: Laying the Groundwork
    We create a clear breakdown of your assets and debts to establish your financial starting point, helping you see what’s at stake

Financial Scenario Planning

Exploring Your Best Options

We analyze various financial scenarios tailored to your unique situation, helping you visualize potential outcomes and make choices that secure your long-term well being.

  • Asset Division Scenarios
    We break down potential settlement options in simple terms, so you understand how each choice impacts your future—both in the short term and long term
  • Investment & Wealth Planning
    We introduce our investment philosophy, discuss post-divorce financial strategies, and outline potential tax considerations
  • Action Steps for Post-Divorce Stability
    We help you prepare for financial independence, identifying key steps to protect your future
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Signing the agreement in the contract.

Support & Guidance

Navigating the Legal Process with Confidence

Our Certified Divorce Financial Analysts work alongside your legal team, providing the detailed financial insights needed to strengthen your position and secure favorable outcomes.

  • Mediation Preparation: Aligning Strategy with Your Team
    We collaborate with your attorney to ensure financial clarity before mediation, equipping you to make informed decisions
  • Settlement Support: Strengthening Your Negotiation Position
    We analyze financial details and provide insights to help you negotiate a settlement that aligns with your goals
  • Mediation Attendance (If Needed)
    We can be by your side during mediation to offer real-time financial guidance when critical decisions arise

New Beginnings

Turning Plans into Reality

Once your divorce is finalized, we help you implement your financial strategy, ensuring a smooth transition to financial independence and long-term security.

  • Post-Divorce Asset Transfers: Taking Control of Your Future
    We guide you through updating accounts, transferring assets, and ensuring everything is properly structured for your next chapter
  • Financial Plan Implementation
    We help you put your customized financial strategy into action, ensuring financial stability beyond divorce
  • Ongoing Financial Guidance: Your Personal CFO for the Long Run
    If you choose to continue working with us, we provide long-term investment management, tax strategies, and cash flow planning, helping you build financial security for years to come
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Divorce Financial Planning: Common Questions

Divorce involves complex financial decisions. Our team answers some frequently asked questions below, and we’re always available to address your specific concerns.


  Do I need a CDFA if I already have a financial advisor?


Yes, a CDFA brings specialized training and experience that most traditional advisors do not have. That said, our service model is a relational one, not transactional. We desire to support our clients well into their next chapter with ongoing financial planning and investment management. If you’re planning to continue with your current advisor post-divorce, we may not be the right fit. However, many clients don’t like the idea of sharing advisors with their ex-spouse and choose to work with us instead.


I don’t have an attorney yet. Is it too early to talk to a CDFA?


Not at all. In fact, meeting with a CDFA early in the process, gives you a head start on understanding what the divorce will mean for your future. Many clients come to us before choosing an attorney. We can even connect you with family law attorneys who align with your values and communication style.


Do you work with both spouses?


No. We only work with one party to avoid conflicts of interest. If you’re unsure whether your situation is a fit, we’re happy to schedule a quick call to learn more.

How can I maximize the long-term value of my settlement?

Post-divorce financial planning involving budgeting, investment strategies, and tax planning is essential. Learn more about our post-divorce guidance or speak with a Certified Divorce Financial Analyst from our team.

What are your fees?

We charge no fees for pre-divorce planning. We understand divorce is an expensive life event, and our priority is protecting your interests. If you choose to implement your financial plan with us after your divorce is finalized, our fees are straightforward and based on assets under management.

Ready to Take the Next Step?

Our Certified Divorce Financial Analysts are ready to help you navigate this challenging transition with confidence and clarity.

Schedule a Consultation

“Divorce is one of the largest financial transactions our client will experience in their lifetime. Our goal is to help mitigate the financial anxiety associated with this life altering event.”

– Jason Llewellyn, President, Holistic Financial Partners