Divorce Financial Planning
Trusted financial guidance to help you make confident decisions and build your next chapter.
Clarity. Confidence. A Fresh Start.
Divorce is not only an emotional transition—it is also one of the most significant financial events in a person's life. As a Certified Divorce Financial Analyst® (CDFA®), we help individuals, couples, attorneys, and mediators understand the short- and long-term financial implications of divorce so they can make informed decisions with confidence.
How We Help
Asset & Property Division Analysis
Evaluate marital assets, liabilities, retirement accounts, investments, and real estate to support equitable settlement decisions.
Cash Flow & Budget Planning
Create realistic post-divorce budgets to help clients understand their future financial needs and lifestyle adjustments.
Retirement & Investment Analysis
Assess the impact of dividing retirement accounts and investment portfolios while considering tax implications and long-term financial goals.
Spousal & Child Support Evaluation
Analyze support scenarios to determine their financial impact on both parties over time.
Settlement Option Comparisons
Compare multiple settlement proposals and illustrate how each may affect future financial security.
Tax Considerations
Identify potential tax consequences associated with asset division, support payments, and property transfers.
Mediation & Collaborative Divorce Support
Provide neutral financial expertise to facilitate productive discussions and informed decision-making.
Why Work with a CDFA®?
Financial decisions made during divorce can have lasting consequences. A CDFA® helps bring clarity to complex financial matters, translating numbers into practical insights so clients can move forward with greater confidence and financial stability.
Whether you are just beginning the divorce process, negotiating a settlement, or seeking a second opinion on proposed terms, our goal is to help you understand your options and protect your financial future.
Schedule a consultation today to learn how our CDFA® services can support you through this important life transition.
Meet Your Certified Divorce Financial Analyst®
Kati's passion for helping individuals navigate the financial complexities of divorce comes from personal experience. Having gone through a divorce herself, she understands firsthand how overwhelming the process can be and the lasting financial impact that decisions made during divorce can have on your future. Looking back, she recognizes how valuable knowledgeable financial guidance would have been during that time.
That experience inspired her to become a Certified Divorce Financial Analyst®. She walks alongside her clients and helps them make informed, confident financial decisions during one of life's most challenging transitions. She is committed to providing clarity, education, and support so her clients can protect their financial well-being and move forward with a stronger foundation for the next chapter of their lives.