Partnering to help your clients
We take the divorce financial analysis so you can stay on the work you are there to do. We do not manage assets, we do not practise law, and the client stays yours.
Family law attorneys
We handle the numbers, not the law.
Financial advisors
A CDFA partner, not a competitor. We work alongside you, never in place of you.
CPAs and tax professionals
You handle compliance and reporting. We model what the settlement does next.
Estate planning attorneys
Divorce resets the assumptions an estate plan was built on.
Counselors and therapists
You hold the emotional side. The financial questions need somewhere to go too.
Real estate and mortgage
The house is usually the largest decision in the divorce.