An introductory conversation designed to understand your current circumstances and determine the scope of support you may require. During this call, we will review the key issues, identify your priorities, and outline potential next steps.

This meeting allows you to assess whether my services align with your needs, and provides a clear, informed starting point for moving forward.

For individuals, attorneys, mediators, business owners, etc with unique financial questions.

You choose the depth — from one-time analysis to full-case support.

A foundational financial snapshot so you know exactly what’s at stake.

Includes:

• Full review of marital assets, liabilities, and financial statements

• Income & expense analysis

• Lifestyle assessment + future budget modeling

• Red-flag risk review (hidden spending, valuation concerns, tax traps)

• Pre-divorce strategy roadmap + next-step recommendations

Ideal for: Anyone preparing for divorce and wanting clarity before the process begins.

Financial insight to support smart decisions during mediation or attorney negotiations.

Includes:

• Settlement modeling + scenario comparisons

• Long-term impact projections (10–20 year outlook)

• Tax analysis on settlement terms

• Spousal support calculations

• Retirement + investment division strategies (QDRO-ready)

• Support during attorney meetings or mediation (optional add-on)

Ideal for: Clients in active divorce needing numbers-driven clarity to protect long-term financial health.

Turn the settlement into a sustainable, strategic financial plan.

Includes:

• Cash-flow optimization + expense realignment

• Portfolio & retirement transitions

• Debt repositioning or payoff strategies

• Tax planning for the first year post-divorce

• Insurance, estate, and beneficiary updates

• Personalized 12-month financial roadmap

Ideal for: Women rebuilding and redefining life after divorce.Item description

Strategic financial guidance exactly when the stakes are highest.

Divorce negotiations move quickly, and the numbers in the moment matter. This add-on gives you real-time financial expertise during mediation sessions, attorney meetings, and settlement discussions so you can make informed decisions with confidence.

We join you (virtually or in person) to help you:

• Understand the financial implications of proposals in the moment

• Evaluate settlement options before you agree to anything

• Identify risks, tax consequences, and long-term impacts

• Ask the right questions and avoid costly mistakes

• Maintain clarity and composure during high-pressure conversations

This is your strategic safety net. Instead of reacting emotionally or making rushed choices, you’ll have a financial expert at your side — ensuring every decision supports your long-term stability and your next chapter.

Ideal for: clients in active negotiation who want to protect their financial future with precision, confidence, and expert insight.

Specialized financial testimony delivered with clarity, neutrality, and deep expertise in marital estate analysis. As a Certified Divorce Financial Analyst, I provide the court with objective, well-supported opinions on matters such as asset division, tracing, reimbursement claims, cash-flow considerations, separate vs. community property characterization, and the long-term financial impacts of proposed settlements.

This service includes comprehensive case review, preparation of exhibits, collaboration with counsel, and confident presentation of findings in court. Testimony is grounded in rigorous analysis and industry standards, ensuring complex financial issues are communicated in a straightforward, reliable manner that supports the court’s decision-making.

Three month package specifically curated for high-net-worth divorces needing full case involvement.

Includes:

• Unlimited communication

• Collaboration with attorneys/mediators

• Full financial oversight from start to decree

• Full financial inventory review

• Income & expense analysis

• Lifestyle & future budget modeling

• Risk flags & tax considerations

• Strategy roadmap + recommendations

• Settlement modeling (multiple scenarios)

• Long-term projections (10–20 years)

• Tax impact analysis

• Spousal support calculations

• Strategy support during attorney or mediation sessions

• QDRO-ready division guidance