How We Can Support You
Path to Prosperity: An exclusive community and expert financial guidance for high-achieving women going through divorce. Click to learn more.
Personalized 1:1 Support: Individualized divorce financial planning and analysis. Scroll down to learn more.
Mediation: Work together with your mediator to resolve divorce and parenting-related conflict. Click here to learn more.
Post-Divorce Support: Post-divorce financial planning and investment management is offered through our sister company, Great Lakes Investment Management. Click here to learn more.
Working with Leah was empowering. Before I met with her, I was stressed and overwhelmed. She created a plan for me that gave me the clarity I needed to know that I was going to be okay. She made me feel like a weight had been lifted off my shoulders.
Our Divorce Financial Planning Process
While we do offer limited-scope engagement, our full divorce financial planning process is described below.
Step 1: Identify financial goals and concerns
Regardless of whether you are just considering divorce, you're in the midst of negotiations, or you are already transitioning to your next chapter, every engagement begins with us getting to know you, you financial goals, and your biggest concerns. Understanding where you're headed and what you value gives us a clear focus when provide financial guidance.
Step 2: Clarify Current Income & Expenses
We analyze all sources of income and current expenses. We'll consider how these may change post-divorce and begin planning for those changes.
Step 3: Define the Marital Estate
We work with you to get clear on the marital estate and any additional valuation work or analysis required to make fully informed decisions regarding property division.
Step 4: Develop a Strategy for Division of Assets and Liabilities
We conduct a comprehensive scenario analysis to assess the optimal division of assets, taking into account your unique goals and concerns. Our approach focuses on maximizing tax efficiency and minimizing administrative expenses related to the asset division, ensuring a tailored and strategic allocation that aligns with your individual needs.
Step 5: Evaluation of Child & Spousal Support Possibilities
We consider the needs and obligations related to income support. We lean on your attorney for legal advice as necessary and explore creative solutions as appropriate.
Step 6: Evaluation of Insurance Needs
We review all current insurance coverage and make recommendations regarding what to request in your settlement in order manage the inherent risk in you settlement.
Step 7: Create a Post-Divorce Financial Plan
Once your final settlement is in place, we work with you to create a comprehensive plan for your life after divorce.