A boutique advisory firm built for women navigating divorce

PERCH Financial was created by women for women planning for or working through Divorce. As a Certified Divorce Financial Analyst (CDFA) and CPA, I am here to help you understand the financial impact of every decision, helping you stay protected, informed, and empowered.

Whether you’re preparing for divorce, in the midst of settlement negotiations, or rebuilding your financial foundation afterward, you deserve guidance that is clear, strategic, and rooted in your best interests.

Our approach is simple: CLARITY, STRATEGY, CONFIDENCE.

What is a Certified Divorce Financial Analyst?

A Certified Divorce Financial Analyst® (CDFA) brings clarity to the financial side of divorce. Based in the Dallas, Texas, serving clients nationwide, Perch offers discreet, expert support designed to help you secure the strongest settlement possible. While your attorney focuses on the legal strategy, we dig into the numbers—evaluating tax implications, asset division, retirement accounts, health care coverage, and every financial detail that shapes your future. By collaborating directly with your legal team, she builds a solid, data-driven case that protects your interests and positions you for long-term stability.

Why do I need Perch?

Perch provides comprehensive divorce financial planning and divorce settlement analysis, helping clients make informed decisions at every stage of the process. Services include evaluating and distributing marital property, analyzing retirement plan division options, and creating strategies for the marital home that support long-term financial stability. We also offer guidance on child support, spousal support, and Social Security considerations, along with a detailed review of insurance needs and the impact of debt, credit issues, and bankruptcy during divorce. Our goal is to deliver clear, data-driven financial insights that strengthen your negotiation position and protect your future.

Perch Financial Strategies does not provide legal advice, always consult with the appropriate professional.