What We Do
While divorce can be traumatic and emotionally overwhelming for families, it’s also often the largest financial transition that many people will experience in their lifetime. The financial decisions facing every couple are unique. A Certified Divorce Financial Advisor® can provide clarity that empowers individuals to make well-informed decisions rather than let emotions guide their decision-making.
We provide education, support and advocacy for clients and their attorneys through the following services.
Basic Financial Services
- Goal identification and clarification
- Post-Divorce Budget Development and Analysis
- Cash Flow Analysis (today and in the future)
- Development of Comprehensive Marital Balance Sheet for use in settlement discussions
- Income Analysis for both parties
- Consultations with the client and client’s attorney to develop a property settlement and spousal support proposal and provide supporting financial documentation.
- Analysis and review of settlement proposals suggested by the other side
- Attend mediation as part of the client’s advocacy team
- Testify at Arbitration or Trial
Complex Financial Services
- Advise on QDRO and pension/retirement account division issues for qualified plans, non-qualified plans, IRAs and Annuities as well as prepare proposed Judgment language for your case
- Analysis of Executive Compensation packages for highly paid employees
- Analysis of stock options, RSUs, PSUs and other incentive compensation as well as prepare proposed Judgment language on the above
- Advise on the complex tax issues relative to divorce that may be applicable to your case
- Separate property tracking analysis
- Auditing of bank and credit card statements for marital dissipation
Post Divorce Transition Coaching: NEW for 2025
Services can include the following menu items and are billed at one flat fee.
- Review final divorce decree
- Create a blueprint and timeline for all pending tasks (i.e. account transfers, name change process, obtain health insurance coverage, hire new professional team, etc…)
- Create a tracking log to manage all critical post-divorce financial tasks
- Meet with Client to review plan and follow-up, as needed
- Oversee, monitor and assist, as needed with QDRO and IRA transfers
- Oversee and assist (as needed) with after-tax account transfers (i.e. brokerage accounts, annuities, etc…)
- Provide introductions to professionals needed: (financial advisor, CPA, estate planning attorney, other necessary professionals)
Schedule a Consultation
New clients: Book a 30 minute complimentary call with Jacki.
Existing clients: Book a 60 minute appointment with Jacki.
Post Divorce Transition Coaching: NEW for 2025! Book today to request a flat-fee quote.