Preparing for a divorce requires a lot of homework with very little instruction. The financial affidavit is the foundation of your divorce case — and getting it right matters.

 

Let us help you think through what you have been spending and how much you will need going forward.  

 

We provide a summary note for your attorney explaining our findings, red flags, and anything still needed.

Not sure where your money has been going — or what it actually costs to run your household?

 

We build a clear, detailed picture of your marital lifestyle and monthly expenses. This is essential for support calculations and for understanding what you'll need after the divorce is final.

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Not all assets are worth the same after taxes. A $200,000 IRA and $200,000 in a brokerage account are very different in your hands.

 

We analyze proposed divisions for after-tax value, capital gains exposure, and retirement account tax treatment — so you know what you're actually getting.

Misunderstandings of tax consequences, retirement plan nuances, and asset valuations can amount to significant lost dollars.

 

Before you agree to anything, see what it actually means.

 

We model multiple settlement scenarios side by side — showing you the real financial outcome of different choices, including the tax implications. Keeping the house versus taking the retirement account are not equal trades. We show you exactly why.

Likely your goals and circumstances have now changed. Once the decree is final, what does your financial life actually look like?

 

We build a realistic post-divorce budget from your actual settlement and income, and can run projections showing your path forward — including what steps you need to take to reach your retirement goals.

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The work doesn't end when the decree is signed.

 

We help with implementation — dividing retirement plans, updating beneficiaries and account titles, and making sure awarded assets are properly managed going forward.