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Our Team includes 2 Certified Divorce Financial Analysts (CDFA) to help you navigate your Divorce Process.

As a Certified Divorce Financial Analyst (CDFA), here's what we can do:

  • Help you develop a Spending Plan (Budget) for your post divorce life
  • Help you and your family decide the most equitable divorce settlement.
  • Help you understand potential tax consequences of your divorce settlement.
  • Create a Financial Affidavit that clearly shows the financials of the household including expenses, assets & liabilities (even the tricky assets like Pensions, Businesses & Real Estate holdings). This document can be certified and used in court if needed.
  • Work collaboratively with you Divorce Attorney or Mediator or Collaborative Divorce Team.
  • Hold your hand (virtually) and support you along the divorce process

Divorce Services

Going through a divorce can be overwhelming! There's so many things to consider and many of them relate to your finances. Many questions people have when starting the process are:

  • What Assets should I ask for in the divorce?
  • Can I stay in the house?
  • Should I ask for Spousal Support or Child Support? How much?
  • Here’s what he’s offered me, should I take it?
  • How do I build a budget for my post-divorce life?
  • He says this is his income, I know it’s more than this but I’m not sure how to find it or prove it.
  • What property can I keep?
  • Where do I start?


Just Getting Started?

One of the most important questions I ask a client is "what do you want" sometimes defining your 'Price for Peace' or your priorities in the divorce is a great first start. This worksheet can help.



Trying to get Organized?

Often, the hardest part of any large task is knowing where to start. Check out this free Document Checklist that itemizes some documents you'll want to start to collect as you start down the divorce path. 


Partner with Us

If you're a practitioner who regularly works with clients going through divorce, we'd love to partner with you. Check out a full list of our services offered by clicking this link: Role of a CDFA. You can schedule a brief connection call with one of our CDFAs using the links below. 


Not sure where to start?

We meet people at every stage of the process. In order to get to know you and your situation, we'd love a chance to talk with you briefly to understand where you are. It's rarely too early for a brief chat. Clients often wished they'd spoken to us sooner. 

Let's get started today. 

Schedule with Kristin
Schedule with Leigh

Unlocking the Treasures to Financial Wellness

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