Before
Quiet preparation
Gather a full financial picture, assets, debts, hidden accounts, business interests, deferred comp, real estate. Clarity now prevents costly surprises later.
Navigating Divorce
A steady hand for the hardest math of your life.
Divorce is rarely about the spreadsheet, but the spreadsheet is where the next twenty years are decided. We bring fiduciary financial planning into the process: asset division analysis, settlement modeling, and a clear plan for the life that follows.
How we help
Before, during, and long after the decree.
During
Steady analysis
Model settlement scenarios side-by-side. Compare today’s number against decades of cash flow, taxes, healthcare, and inflation, so the offer on the table is judged on what it actually means for your life.
After
A new foundation
Retitle accounts, reset beneficiaries, update your estate plan, rebuild a portfolio that reflects only you. The plan you leave with is yours alone.
What’s included
The full picture, made legible.
We work alongside your matrimonial attorney and CPA, never replacing them, always strengthening them with rigorous financial analysis.
- Comprehensive asset & liability inventory
- Marital vs. separate property analysis (in coordination with your attorney)
- Settlement scenario modeling and side-by-side comparison
- Tax impact review: capital gains, QDROs, alimony, filing status
- Long-term cash flow and retirement viability projections
- Real estate keep-vs-sell analysis (the house decision)
- Healthcare and insurance transition planning
- Beneficiary, title, and estate plan updates post-decree
- Rebuilt investment plan aligned to your new goals
- Concierge coordination with your attorney and CPA
How we work
Discreet, fiduciary, unhurried.
Fiduciary, always
We act in your interest, on the record, not your spouse’s, not a brokerage’s. Fee-based, no commissioned product pitches at a vulnerable moment.
Calm in the room
We do not add urgency to an already loud process. Decisions made under panic are rarely the ones you would make twice.
Built for you
We specialize in serving clients through life's major financial transitions. You will not be talked down to, hurried, or handed a generic plan. While women are at the center of everything we build, we welcome clients of all gender identities who value this kind of planning.
Begin with a conversation
Request a confidential consultation.
No pressure, no jargon, no commissions. We reply within one business day. Your information is private and will never be shared.
If you’re reading this quietly
You don’t need to have decided. You only need to ask.
An initial conversation is private, free, and carries no commitment. Many of our clients first reach out months, sometimes years, before anything is filed. Preparation is not a decision; it is a kindness to your future self.
Schedule a confidential consultation →Move forward with clarity and care.
Tell us where you are in the process. We will meet you there.
Request a consultation →