Protect what you’ve built. Plan what comes next.

Divorce financial analysis for the numbers behind the settlement.

Schedule a Private Consultation

CPA | CERTIFIED DIVORCE FINANCIAL ANALYST | DALLAS | NATIONWIDE

Your attorney builds the legal strategy.
We put the financials behind it.

Before Divorce

Understand your financial picture, explore your options, and build a strategy before decisions are made for you.

KNOW WHAT YOU ARE WALKING INTO.

During Divorce

Get objective analysis, settlement modeling, and guidance throughout the process. 

KNOW WHAT THE NUMBERS REALLY MEAN.
TURN THE SETTLEMENT INTO A FINANCIAL PLAN.

After Divorce

Transform your settlement into a thoughtful, tax-smart plan for the life that you want next.

What is a CDFA

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.

Where we fit

Perch analyzes the financial side of divorce for either spouse: asset and debt characterization, the tax effect of proposed terms, retirement division, support modeling, and long-term cash flow. e coordinate directly with counsel and deliver work product that attorneys can use in negotiation, mediation, or trial. We do not provide legal advice; legal strategy stays with counsel.

What we deliver

  • Settlement modeling. Side-by-side scenarios of proposed terms, shown after tax and projected 10–20 years out.

  • Property and tax analysis. Support for marital and separate characterization and tracing, pre-tax versus after-tax asset values, and the tax effect of each term.

  • Retirement and support. QDRO-ready division analysis, plus spousal and child support calculations.

  • Cash flow and budgeting. Post-divorce budgets, keep / sell / buyout stress tests for the marital home, and insurance and debt exposure.

Working with Counsel

  • Direct coordination with your team, with the client's written permission.

  • Scenario models and decision points ready before mediation, with optional live support during the session.

  • Expert testimony available: objective analysis, prepared exhibits, and presentation of findings.

  • Defined scope: financial analysis only.

For individuals

Clients reach us before filing, during negotiation, and after the decree. Whether you are the higher earner, the lower earner, or a business owner, you need to know what each proposal is worth after tax and over time. We give you that answer in plain language and put it in writing for your attorney.

How an engagement works

  1. Complimentary 30-minute consultation. We review your circumstances, key issues, and deadlines.

  2. Scope and quote. After the initial conversation, you receive a plan of action and a service quote.

  3. Analysis delivered on schedule. Work product is ready ahead of the mediation or negotiation dates we agree on up front, and shared with counsel.

Schedule a complimentary consultation

Interested in working together? Fill out your information and we will be in touch shortly.