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Divorce changes everything about your financial life. We help you understand what you have, negotiate from an informed position, and rebuild with clarity.
Retirement accounts, real estate, business interests, equity compensation, and deferred income all carry different tax implications when divided. Understanding the after-tax value of each asset is the only way to negotiate a fair outcome.
An agreement reached under pressure or without complete financial analysis can carry consequences for decades. Fixing a poor settlement after the fact is rarely possible.
Joint accounts, shared insurance, combined tax filings, and intertwined estate documents all need to be separated and rebuilt. Without a coordinated plan, it's easy to miss critical gaps.
Divorce is one of the most demanding experiences a person navigates. Having an advisor focused on financial clarity rather than urgency changes the quality of every decision you make.
Our divorce financial planning service provides the analysis, coordination, and post-settlement planning that protects your financial outcome before, during, and after the process.
A structured discovery that maps the full marital financial picture, followed by ongoing support through settlement and a comprehensive plan for what comes after.
Before any negotiation, we account for everything on both sides of the marital balance sheet: retirement accounts, real estate, business interests, equity compensation, debts, and taxes owed. That clarity is what lets you negotiate from a real position instead of a guess.
As offers move back and forth, we model what each settlement is truly worth after tax, not just the number on the page. You see the real value of what's on the table, and we stay beside your attorney the entire way.
Once the agreement is final, we handle the rebuild: separating accounts, processing the QDRO, updating beneficiaries, restructuring insurance, and opening your new investment accounts.
Then we build forward, with a plan shaped around your income now, your assets now, and the life you're moving toward. Support continues as that life takes shape.
Have questions? We’ve got answers. Here is what people are asking. If you don’t see what you’re looking for, feel free to reach out!
We analyze every asset category (retirement accounts, real estate, business interests, stock options, deferred income) and model the after-tax value of each. A pension and a brokerage account with the same nominal value can have very different after-tax outcomes. We make sure you know the difference before you agree to anything.
A Qualified Domestic Relations Order is a legal document required to divide most employer-sponsored retirement accounts (401(k)s, 403(b)s, and pensions) as part of a divorce. Without one, the division can't happen without triggering significant tax penalties. We coordinate the QDRO process with your attorney and the plan administrator.
Immediately. In many states, divorce automatically revokes spousal beneficiary designations, but not always, and not across all account types. We review and update all beneficiary designations, wills, trusts, and powers of attorney as part of the post-settlement process.
We understand the financial pressure. We recommend starting with a consultation so we can understand your situation and be transparent about what engagement would involve. In many cases, the analysis we provide during the settlement phase more than offsets its cost through better negotiated outcomes.