When professionals work together, clients benefit most. By combining legal expertise with specialized financial analysis, we help clients feel empowered, informed, and better prepared to move forward. Let's collaborate to create a smoother process, stronger results, and more satisfied clients.

A Certified Divorce Financial Analyst® (CDFA®) helps individuals and their attorneys pursue equitable divorce settlements by applying expertise in tax law, asset distribution, and both short- and long-term financial planning. A CDFA® provides in-depth financial analysis to support better-informed decisions throughout the divorce process.

We help clients get organized, gather documents, and accurately complete their budgets. As trained educators, we guide them through financial matters so they’re prepared to make informed decisions and provide accurate data to their attorneys. We help clients understand their personal financial situations, identify future goals, determine risk tolerance, and evaluate the short- and long-term impacts of different settlement options. This empowers clients to focus on what they truly need for their financial well-being, rather than comparing outcomes with the other party.

Adding a CDFA® to the divorce process allows you to focus on legal strategy while we handle the financial complexities. We analyze and vet financial information, provide detailed settlement options, and consider issues like taxes, pension evaluations, and stock options. This collaboration can help reduce liability by providing in-depth financial research to support your case. Ultimately, partnering with a CDFA® leads to better outcomes and higher client satisfaction.

We work with attorneys either on individual cases or as part of an ongoing referral partnership. Long-term relationships built on open, honest communication are at the heart of our approach. The attorney leads the legal strategy, and I support both the attorney and client with critical financial data — never dictating how the case should proceed, but enhancing it through clear, reliable analysis.