Services for Individuals and Couples

Think about what ends up in your pocket! We provide creative settlements that solve problems, allow you to keep your money in your family and guide you through your financial future after divorce.

My Services

The most cost effective use of a CDFA® and CVA is to act as a financial neutral, working with both supposes for non-litigated cases. We work with couples, individuals, military, same sex couples, and gray divorce.

Divorce Related Services

  • Marital home options and analyses
  • Dividing retirement assets
  • Analysis of division of assets and debts
  • Support calculations
  • Income available for support
  • Financial disclosures
  • Executive compensation
  • Separate property tracing
  • Moore Marsden and section 2640 analyses
  • Lifestyle analysis
  • Reimbursement analyses, epstein, watts, other credits
  • After-tax analyses
  • Pre and post divorce budgets and financial planning

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Business Valuation Services

(for Non-Litigated Cases)
  • Marital dissolutions
  • Initial review to determine if business valuation is warranted or does a party own a job
  • Income available for support
  • Peer reviews

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Financial Transition Services

  • Debt analysis and restructuring
  • Financial education and organization related to support your new role as head of household finances
  • Premarital planning
  • Adult children and money
  • Financial planning during transition such as retirement, layoff, inheritance

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Cost Effective Litigated Cases

The most cost effective use of a CDFA® and CDA is to act as a financial neutral, working with both supposes for non litigated cases. We work with Same Sex Couples, Military, Gray Divorce and Individuals.

Divorce Services

  • Expert testimony
  • Marital home options and analyses
  • Dividing retirement assets
  • Analysis of division of assets and debts
  • Equalizing balance sheet
  • Support calculations
  • Income Available for support
  • Financial disclosures
  • Executive compensation
  • Separate property tracing
  • Moore Marsden and Section 2640 analyses
  • Pension valuation
  • Lifestyle analysis
  • Reimbursement analyses, Epstein, Watts, other credits
  • After-tax analyses
  • Pre and Post Divorce Budgets and Financial Planning
  • Facilitate and coordinate QDRO preparation with QDRO specialist

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Business Valuation Services

  • Marital Dissolutions
  • Estate and Gift Tax

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Financial Transition Services

  • Debt analysis and restructuring
  • Financial education and organization related to support your new role as head of household finances
  • Premarital planning
  • Adult children and money
  • Financial planning during transition such as retirement, layoff, inheritance

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Financial Expertise and Strategy

CDFA® professionals provide the client and attorney with data analysis that shows the financial effect of any given settlement. They become part of the divorce team and provide support on financial issues such as:

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  • Managing expectations for the short and long term and keep you focused on the big picture.
  • Understanding the short-term and long-term effects of dividing property.
  • Analyzing how to best divide pensions and retirement plans.
  • Determining if the client can afford the marital home, and if not, what he or she can afford.
  • Evaluating the tax consequences of different settlement proposals.

Minimize making decisions driven by emotion, emotion costs money.

Data Collection and Analysis

Much of a CDFA® professional’s role is collect the client’s financial data and perform analysis. CDFA®s can help manage a client’s expectations of their financial future by presenting different scenarios and talking through the client’s budget and expenses. CDFA®s are trained to:

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  • Collect income, expense, asset and debt data.
  • Analyze separate property.
  • Help clients complete their financial affidavit known as Declarations of Disclosure in California.

Help clients identify their future financial goals to help clarify what their post-divorce lifestyle looks like.

Expert Witness and Litigation Support

In some cases, CDFA® professionals are called upon to act as expert witnesses in court or in mediation proceedings for forensic accounting, lifestyle analysis, separate property tracing, income available for support and other divorce financial issues.

Post-Divorce Transition

Assist with the transition from married to divorce related to retitling of assets, transferring retirement assets awarded in the divorce, post divorce budgeting and financial planning and improving your financial IQ.

Additional Financial Services

If you are going through financial transition stemming from divorce, retirement, widowhood, marriage, illness of a loved one or sudden change in financial circumstances, we can help.

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We provide common sense strategies for a secure financial future including:

  • Debt analysis and restructuring
  • Financial education and organization related to widowhood, illness of a spouse to
  • support your new role as head of household finances
  • Premarital planning
  • Adult children and money
  • Financial planning during transition such as retirement, layoff, inheritance

Small Business Valuations for Marital Dissolution Settlements

Small businesses and professional practices are some of the most complex assets to value in a divorce. Our business valuation services are cost effective, fast, and customized to fit your need.

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Our expertise in business and asset valuations has been developed over 25 years through distilling complex financial analyses into coherent, concise and persuasive reporting formats.  Our business valuation and settlement analysis includes:

  • Determine if the business has value
  • Determine income available for support
  • Cost-effective business valuations
  • Peer review of business valuations

We can help you determine if a business valuation is warranted and the most cost-effective way to provide the services needed.

Contact Us

Get started on your new path today.

Your Money Advocate

We envision a divorce process that allows you to keep your money in your family by developing affordable, common sense solutions that are compassionate, straightforward and transparent, resulting in empowered decision making.

Contact Us

Office Hours: M-F, 9am-5pm
Call Us: 858-342-7756

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