Divorce is one of the most significant financial decisions you'll ever make, and it often arrives when you're least prepared to make it. Emotions run high, timelines feel rushed, and the choices you make now will shape your financial life for decades.
I know, because I've been through divorce myself. I understand what it's like to make major financial decisions in the middle of an emotional upheaval. As a Certified Divorce Financial Analyst® (CDFA®), I help you see exactly what's at stake, and then I stay with you as you build the life that comes next.
Clarity and confidence: Divorce Financial Planning
A partner for the life that comes next.
Individuals with complex finances: businesses, investment portfolios, real estate, stock compensation, or retirement plans
People who have recently settled and need a plan for what comes next
Those in the middle of negotiation or mediation
Individuals considering divorce who want to understand their options first
WHO WE SERVE
Two settlements can look equal on paper and lead to very different futures. A dollar in a retirement account isn't the same as a dollar in a checking account. Keeping the house can feel like security and become a burden. Taxes, liquidity, and long-term growth all change what assets are worth.
My role is to look past the numbers on the page and show you what each option means for your life five, ten, and twenty years from now.
For Attorneys & Mediators
A Collaborative Approach to Complex Financial Decisions.
I partner with family law attorneys and mediators to provide financial analysis and long-term planning for clients with complex assets.
If you have a client who could benefit from a CDFA®'s perspective, I'd welcome the conversation.
More Than a Settlement
Divorce Is an Ending, But It's Also a Beginning.
The decisions you make today can shape your financial confidence for years to come.
My goal is to be the advisor you trust not just through divorce, but for many years after it.
In Your Corner
Personal Guidance. Professional Perspective.
My guidance is focused entirely on your interests and your future. Everything we discuss stays confidential.
As a Certified Divorce Financial Analyst® (CDFA®), I work alongside your attorney or mediator to bring financial clarity to your decisions.
• Build your new financial plan
• Manage investments thoughtfully
• Update beneficiaries
• Review estate and insurance needs
• Receive ongoing wealth management
A Plan for What's Next
• Organizing a complete picture of your finances
• Analyzing proposed settlements and their long-term impact
• Weighing the tax consequences of dividing different assets
• Evaluating whether to keep or sell the family home
• Projecting cash flow, so you know what you'll need to live well
• Working alongside your attorney or mediator as you negotiate
