A settlement can look reasonable on paper and still create financial pressure years later. The difference is seeing what it actually becomes.

"My clients come to me feeling financially invisible. They leave knowing exactly where they stand."

I review the complete picture of your marital estate alongside your attorney, including retirement accounts, stock options, deferred compensation, real estate, cryptocurrency, and payment app balances. I help you understand what each asset is actually worth after taxes and carrying costs, and I flag anything that appears undervalued or missing from the disclosures so your attorney can address it through the proper legal channels.
A settlement that looks equal on paper is rarely equal in reality. I model every proposed offer in real numbers — after taxes, after carrying costs, projected over 10 years — so you can see exactly what you are agreeing to before you sign anything.
I prepare financial analyses, model scenarios for mediation sessions, and help your legal team understand the numbers behind each proposed settlement. Family law attorneys bring me in specifically because I save time and reduce conflict by making the financial picture clear to everyone.
As a CERTIFIED FINANCIAL PLANNER™ professional, I help you build a financial plan for your next chapter — budgeting, investing, and building long-term security on your own terms.

— Leah N.

Your attorney focuses on the legal structure of your divorce. As a CDFA® and CFP® based in California, I focus entirely on the financial outcomes — what each settlement scenario actually means for your cash flow, taxes, and long-term security. Your attorney handles the law. I handle the numbers. Most California family law attorneys welcome having a CDFA® on their client's side because it makes the process more efficient for everyone.
Most of my clients come to me in this situation — particularly women in high-asset California marriages where one spouse managed all the finances. We start at the beginning, finding every account, identifying every asset, and building a complete financial picture before you negotiate anything. You do not need to know anything to start. You just need to start before you sign.
My engagements are flat-fee, with most ranging from $3,500 to $6,000 depending on the complexity of your situation. For highly complex cases involving business interests, multiple properties, or significant executive compensation, pricing is discussed during our initial call. You will always know the full cost before any work begins — no hourly surprises, no open-ended billing. The best place to start is a free 30-minute call where we can discuss your specific situation and whether working together makes sense.