Divorce Financial Analysis
$250 per hour or Project-based
-
Divorce asset settlement decisions are permanent. I help clients understand the long-term financial impact of settlement options by modeling outcomes clearly and objectively, without product sales or commissions.
-
Before agreeing to a settlement, we model the numbers.
I analyze and compare settlement options to show how different asset divisions affect:
short- and long-term cash flow
taxes and liquidity
retirement readiness
housing and lifestyle sustainability
This allows you (and your attorney) to evaluate trade-offs with clarity - not guesswork.
-
Stock compensation is often misunderstood and frequently undervalued in divorce.
I help clients:
understand the value of vested and unvested RSUs
assess tax implications and vesting schedules
evaluate trade-offs between equity compensation and other marital assets
This ensures equity awards are properly considered within settlement negotiations.
-
Pensions and retirement benefits are often among the most valuable marital assets - and the easiest to misjudge.
I provide:
pension valuation and benefit analysis
review of defined benefit and defined contribution plans
modeling of long-term retirement impact across settlement options
This helps ensure retirement assets are divided with full awareness of future consequences.
-
Divorce is emotional but also financially exhausting. Many women need guidance organizing, reviewing, and validating financial information used in divorce financial affidavits.
This session is to help you put together the financial affidavit by reviewing income, assets, liabilities, and expenses for completeness.
Not legal advice, document filing, or representation.
-
How I work: hourly or project based
I collaborate with mediators and attorneys in their cases. I work directly with clients who need financial guidance as they navigate divorce.
-
IA Certified Divorce Financial Analyst® focuses on the financial implications of divorce decisions. Legal advice comes from attorneys; financial modeling and analysis come from a CDFA®.
I collaborate with attorneys and mediators as needed to provide clear, objective financial analysis that supports informed decision-making.