How I work with you

First, let me reassure you: I am here for you. That’s my job. I know you’re facing a lot of questions and experiencing a lot of stress and emotion, and I’m here—as not only a financial expert, but someone who has been divorced, too—to help you get through this, in the best way possible.

So while I certainly have a process for helping you, know that I will custom-tailor it specifically to you. Your situation. Your needs.

Want to meet at our office? Fine. How about your attorney’s office? Fine. What about virtually, via a phone or video chat? That’s fine, too.

And once we meet, you’ll understand the three-step process we’ll undertake, together, to help you face your future life, confident and prepared.

Identify your financial situation

Whether you’re contemplating divorce or are already deep in the process, I will work with you and your attorney to determine your financial standing and needs.

This is the essential “establishing the baseline” step of the process. Here, I’ll help you and your attorney to:

  • Build a case for an equitable asset split
  • Calculate your child-support needs
  • Determine whether spousal support (a.k.a. alimony) is right for you
  • Prepare your Affidavit of Financial Information or AFI
  • Analyze your spouse’s AFI
  • Ensure the proper listing and valuation of all assets, liabilities, income, and expenses

You don’t want to face these challenges without the help of a Certified Divorce Financial Analyst® professional like me.

Craft a plan for your financial future

Using the information we assemble from Step 1, my team and I will show you how different settlement options could work out for you, and help you pick the one that best suits your needs.

But that’s short-term. In Step 2, we also look to the future. I know you’re concerned about your financial security. I’ll show you what you can expect from your future lifestyle. And rest assured that I will factor in things like taxes and other financial details, so you can face the future with confidence.

Support your lifelong wealth management

Once the divorce is complete, your attorney’s job is finished. Mine isn’t. I keep working with you to ensure that your goals stay on track, even as “big picture” issues—such as tax laws and market conditions—change. We’ll meet regularly and I’m always just a phone call away when you need advice, or a question answered.

This is, frankly, the most satisfying step of the journey. It’s where we see all of the hard work from the earlier steps pay off for you, quite literally. Contact me now to get started today.