How I Help You Make Financial Decisions During Divorce

Meta description: Not all CDFA®s work the same way. Here’s exactly how I approach divorce financial analysis — and what that means for you.

The CDFA® credential tells you someone has completed specialized training in divorce financial planning. It doesn’t tell you how they work.

So let me tell you how I work.

I’ve lived this

I went through my own divorce. And I made mistakes in my own settlement negotiation — I know firsthand what it costs to not have the right analysis in front of you when it matters.

That experience doesn’t make me your therapist. But it means I understand what it feels like to be afraid of making the wrong call — one that could affect your finances for years. I don’t just run the numbers. I know what’s at stake when you’re looking at them.

I build scenarios — then walk through them with you

I model your settlement options: asset division, support, tax consequences, liquidity, long-term sustainability. Then I sit with you and walk through what each path actually means — in dollars, over time, under your real income and expense assumptions.

This isn’t a report you receive and decipher alone. It’s a conversation where you leave understanding exactly what you’re trading and why.

I do the financial modeling your legal team doesn’t have time for

The financial modeling — tradeoff projections, tax consequences, scenario comparisons — is time-consuming work that most law firms aren’t set up to do. I work alongside your attorney or mediator, so you can see what each path means before you agree to anything.

I’m advice-only

I don’t sell financial products. I don’t earn commissions. The analysis is the only thing you pay me for.

I work with your attorney or mediator

The best outcomes I’ve seen come from early collaboration — where the attorney handles the legal strategy and I handle the financial analysis. You get both perspectives before permanent decisions are made.

When does it make sense to bring me in?

Ideally before you sign anything. The earlier in the process, the more options are still open. But even close to a settlement, a second set of analytical eyes before a permanent decision is worth it.

Call To Action

If this approach appeals to you, book a free 15-minute intro call to talk through your situation.