Partner with us to enhance your client services

At Holistic Financial Partners, we serve as a valuable extension of your legal team, providing detailed financial analysis that complements your legal guidance during divorce proceedings. Our collaborative approach helps ensure your clients achieve optimal financial outcomes while allowing you to focus on the legal aspects of their case.

Mature boss in formalwear pointing at financial or juridical paper document while explaining its points to male colleague

Financial Clarity for Complex Cases

How We Support Your Practice

Our Certified Divorce Financial Analysts (CDFA®) provide detailed analysis that helps strengthen your legal position:

Asset Evaluation: Thorough assessment of retirement accounts, business interests, stock options, and other complex investments
Long-Term Financial Projections: Clear illustrations of how proposed settlements will impact your client over time
Tax Consequence Analysis: Detailed assessment of tax implications for various settlement scenarios
Litigation Support: Professional analysis and documentation to strengthen your negotiation position when needed

Mutually Beneficial Partnerships

Enhancing Client Satisfaction

When clients receive comprehensive support during divorce, their overall satisfaction increases:

Reduced Financial Anxiety: We help clients understand the financial implications of their divorce, reducing stress and enabling clearer decision-making
Education and Empowerment: We explain complex financial concepts in accessible terms, helping your clients make informed choices
Post-Divorce Financial Planning: We provide continuity of care after settlement, helping clients implement their financial plan

Couple going through lease agreement with their agent,lawyer in the office

Asian businessman reviewing document reports at office workplace with computer laptop. legal expert, professional lawyer reading and checking financial documents or insurance contract

Complimentary Services

No-Fee Pre-Divorce Planning

Unlike many financial advisors, we charge no fees whatsoever for our pre-divorce planning services. This commitment demonstrates our dedication to protecting your clients’ interests when they need it most.

By eliminating upfront fees, we remove barriers to accessing financial guidance, allowing your clients to make more informed decisions about settlement options without additional financial strain. Our comprehensive no-cost services include asset analysis, budget planning, tax implications review, and long-term financial projections—all designed to strengthen your legal strategy while securing your clients’ financial futures.

Partner with Us

Enhance your client services by partnering with our experienced team of financial professionals. We’re committed to supporting both you and your clients through the complexities of divorce financial planning.

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