FINANCIAL ANALYSIS

Dividing Assets with Confidence

Expert financial analysis

“I don’t know what we even have 
financially.”

Our solution: We help clients gather, organize, and analyze all financial documents—bringing clarity to what exists and what needs to be divided.

“I don’t know if I can afford to keep the 
house.”

Our solution: We run the numbers on keeping vs. selling the home—factoring in mortgage costs, property taxes, and long-term affordability.

“I feel alone and unsupported.”

Our solution: We provide not just financial expertise, but empathy, clarity, and steady guidance throughout the entire divorce process.

“I’m overwhelmed by retirement accounts, QDROs, and tax rules.”

Our solution: We bring deep knowledge of retirement plans, QDROs, and tax implications—and help clients navigate them without costly mistakes.

“I’m afraid I’ll agree to something I don’t fully understand.”

Our solution: We explain financial concepts in plain language, provide projections, and walk clients through their options so they can make informed, confident decisions.

“My spouse owns a business—how do I know if I’m getting a fair deal?”

Our solution: We help assess the value of the business and work through offset strategies to ensure a fair division of marital assets.

“I don’t know what my financial future looks like.”

Our solution: We offer scenario planning and projections so clients can see how different settlements will affect them 5, 10, or 20 years down the road.

“I don’t want to rely solely on my attorney for financial advice.”

Our solution: We complement legal advice with specialized financial insights, ensuring nothing falls through the cracks—especially when it comes to hidden or long-term consequences.

move forward with clarity

Financial Clarity & Confidence

Divorce brings so much uncertainty—especially when it comes to your finances. We help you navigate the money side of divorce with clarity, strategy, and support.

You don’t have to figure it all out on your own.

Our role is to help you understand your current financial picture, explore what’s possible for your future, and make informed decisions along the way. From organizing financial data to preparing for settlement negotiations, we walk with you every step of the way.

Support is available

How We Help You Through Divorce

Get a clear picture of what you have.

We organize all assets, debts, income, expenses, and retirement accounts so you know exactly where you stand, and what needs to be divided.

Collaborate with your attorney.

We’re part of your team and  support your legal process by offering financial expertise, reviewing settlement language, and making sure nothing gets missed.

Bring clarity to QDROs and retirement division.

We work closely with retirement plan administrators and help translate the legal and financial language around QDROs, so you understand exactly what you’re entitled to and what happens next.

Analyze and offset complex assets.

From business ownership to pensions, stock options, and RSUs, we help ensure everything is properly valued and that offsets are fair and clearly understood.

Plan for life post-divorce.

Once the dust settles, we’ll build a roadmap for what’s next, how to manage your assets, maintain your lifestyle, and start fresh with financial confidence.

Make informed decisions without the overwhelm.

WE explain your options in plain English and model out the financial impact of different settlement choices, so you don’t have to guess what’s best.

NANETTE IS A PROUD MEMBER OF THE FOLLOWING NETWORKS & ASSOCIATIONS