Private Divorce Financial Strategy
How I Work With You
Strategic financial clarity for business owners and physicians navigating complex divorce — built around your situation, not a template.
Why This Matters
Divorce Is a Financial Restructuring Constantly Hijacked by Emotion
The fear of losing your business, the anxiety about financial security, the grief of a life you planned falling apart — these emotions do not just coexist with financial decisions. They distort them. A standard process cannot account for that. Strategy can.
What Standard Processes Do
Same number of meetings. Same checklists. Same templates. Different "packages" based on asset size, but the process itself is cookie-cutter. Critical blind spots get missed — the kind that cost six or seven figures.
What Strategic Partnership Looks Like
Every engagement is built around your specific financial complexity, your emotional reality, and where you are in the process. Because a business owner terrified of losing her company needs a different strategy than one who has already mentally moved on.
The Methodology
The E.A.W. Divorce Strategy Framework™
After more than twenty-two years specializing in divorce financial strategy — including fifteen years inside the legal world of divorce — I developed a proven methodology that adapts to each client's unique situation.
Understanding What the Numbers Cannot Tell Me
Before I open a single spreadsheet, I need to understand what is driving your decisions — and what might be distorting them. Your emotional reality shapes your financial strategy.
Deep Financial Discovery
I know how businesses are valued in divorce court, what judges focus on, and what is coming next in your case before you do. I uncover what cookie-cutter processes miss.
Where Financial Reality Meets Your Life
I weave financial realities with your goals, fears, and priorities to create a strategy that fits your actual life. Same business, same numbers — entirely different strategies for each spouse.
Results That Speak
What This Looks Like in Practice
of company equity preserved through creative settlement design for a business owner
in undisclosed accounts identified that both attorneys missed
reduction in support obligations through accurate income tracing for a physician
Representative of real case outcomes across recent engagements. Individual results vary based on case facts, jurisdiction, and complexity.
Two Ways to Work Together
Choose the Path That Fits Where You Are
No two divorces are alike, and neither is the right entry point. Whether you are at the very beginning or already deep in the process, there is a clear path forward.
I Need to Understand My Situation First
For those considering divorce, evaluating options, or needing clarity before making decisions.
Start with a focused Financial Mapping and Risk Review, then decide whether to continue into strategic modeling and implementation support. You are never locked into more than you need.
- Phased structure — start with Phase 1 and scale as needed
- Complete financial picture before any decisions
- Three strategic paths evaluated (stay married with protections, postnuptial agreement, or divorce)
- Clear decision points between each phase
- No obligation to continue beyond any phase
I Am Already in the Process and Need Strategic Support Now
For those in settlement negotiations, preparing for mediation, or managing complex active cases.
You do not have time for a phased approach — you need comprehensive strategic partnership. I step in where you are, assess the landscape quickly, and build your strategy in real time alongside your legal team.
- Comprehensive engagement from day one
- Real-time strategy during negotiations or mediation
- Attorney coordination and settlement analysis
- Business valuation interpretation and income tracing
- Post-settlement transition and implementation guidance
The Phased Program
Start With Clarity. Scale With Confidence.
Each phase is a standalone engagement with its own agreement. You decide at each decision point whether to continue. Most clients who start Phase 1 choose to continue — because once you see the full picture, the next step becomes obvious.
Financial Mapping & Risk Review
Up to 3 months
A comprehensive assessment of your financial situation, risk exposure, and strategic options. This phase is designed to answer the questions that keep you up at night: What do we actually own and owe? What is my realistic exposure? Can our assets support the life I need?
Services Include But Are Not Limited To
- Real estate portfolio and cash flow review
- Business financial review from available documentation
- Retirement, investment, and liquid asset analysis
- Credit and debt exposure mapping
- Income and earning capacity analysis
- Tax strategy assessment (separate vs. joint filing)
- Preliminary spousal support risk assessment
- Three strategic paths evaluated with financial implications
Strategic Modeling & Scenario Planning
Up to 3 months · Based on Phase 1 findings
This is where we move from "what exists" to "what does each option actually mean for my financial future." Comprehensive modeling for each path forward, with tax implications, support scenarios, and negotiation strategy built in.
Services Include But Are Not Limited To
- Business valuation interpretation and analysis
- Goodwill analysis (separate vs. marital property)
- Earning capacity and income imputation modeling
- Detailed asset division scenarios for each path
- Tax impact modeling for settlement structures
- Spousal support calculations and trade-off analysis
- Liquidity analysis and debt allocation strategy
- Complete strategic roadmap for your chosen path
Implementation & Negotiation Support
Custom engagement based on services needed · Ongoing
Strategy becomes implementation. I am with you at the table — during mediation, settlement negotiations, or alongside your legal team — ensuring nothing gets lost between the plan and the outcome.
Services Include But Are Not Limited To
- Mediation attendance and real-time financial analysis
- Settlement proposal review and counter-development
- Strategic collaboration with your legal counsel
- Financial discovery support
- Expert testimony preparation and court appearance
- Post-settlement transition and implementation planning
- QDRO coordination and account transfer guidance
- Post-divorce financial planning and budgeting
Considering Mediation?
Financial-First Mediation for Ready Couples
I also provide Financial-First Mediation for high-net-worth couples who are ready to talk but need expert financial guidance to ensure their settlement is viable and implementable. A different service. The same strategic depth.
Who I Work With
Complex Divorce Demands Precision
I specialize in high-stakes divorces involving complex finances — particularly business owners and physicians who feel misunderstood by a system that was not designed for their situation.
Business Owners
Protecting your company, navigating valuation disputes, and ensuring your life's work survives the process.
Physicians & Dentists
Practice valuations, goodwill disputes, income tracing, and partnership equity — navigated with insider knowledge.
Other Professionals
Executives, attorneys, and high-earning professionals with equity compensation, deferred income, or complex estates.
Schedule a CallI will not take your money for something that will not truly serve you.
I do not offer hourly consulting or disconnected pieces of guidance. Strategy without implementation support means wasted money. Analysis without negotiation presence means missed opportunities. Every engagement — whether phased or comprehensive — is designed to deliver a complete strategic outcome. My engagements are flat-fee, not hourly, so I can focus entirely on your results rather than watching the clock.
Take the First Step
Your Divorce Is Not Standard.
Neither Is the Support You Deserve.
Whether you need clarity before making a decision or strategic support in an active case, the first step is the same: a confidential conversation about your situation.