Divorce Consulting
Experienced financial guidance through life’s most challenging transition.
Divorce is emotional, complex, and filled with high-stakes financial decisions. We bring both technical expertise and calm, steady support to help you move forward with confidence.
Megan's Certified Divorce Financial Analyst® (CDFA®) knowledge and mediation training allow us to:
Value and divide assets with accuracy and fairness.
Analyze tax implications of settlement options.
Model long-term scenarios to show the impact of different decisions.
Rebuild your plan post-divorce, from cash flow to investments.
Coordinate with attorneys, CPAs, and mediators for seamless support.
For many, divorce is just the beginning of a new financial life. We help you reorganize accounts, reestablish stability, and create an intentional plan for the future. It’s a deeply personal, concierge-level process — one that blends strategy with understanding so you can focus on rebuilding your life, not just your balance sheet.
Divorce Consulting Packages
Our premium flat-fee packages aim to bring clarity, knowledge, and strategic advantage to your family law case. Let us transform essential financial services into extraordinary value and courtroom-prepared precision.
The Foundation Package
A streamlined solution for clients seeking clarity and control over their financial picture. This essential package includes core analysis, a post-divorce financial plan, and two customized settlement scenarios—perfect for those wanting solid groundwork and confidence during negotiations.
The Clarity Package
Designed for clients with more complex financial lives, this package builds on the Foundation by adding in-depth tax and retirement analysis, multiple settlement options, and property classification. It’s ideal for those needing detailed insight and documentation to navigate layered financial issues.
The Concierge Package
Our most comprehensive and responsive offering, ideal for high-stakes or fast-moving cases. This premium package includes executive-level reporting, collaborative attorney support, and priority scheduling—delivering the highest level of strategic planning and hands-on guidance.