"With many years in financial planning and working with divorcing couples, I find Leah’s approach in this area to be all encompassing making the journey clients travel much less stressful while preparing a strong foundation for their future.  More than that, Leah really cares about each client!

- Jan Litterest

Divorce financial planning session


We work directly with clients on a wide range of divorce planning topics. Examples are listed below. Please contact us directly for additional information regarding how we can support you.

Divorce Financial Planning - What to Expect

Most people who are going through a divorce have never done it before. Alternatively, their situation has substantially changed since the last time they were divorced. You will quickly learn that divorce can be a crash course in everything from family law to financial planning to unexpected health issues. The divorce planning service is a guide to help you get through the divorce process as easily as possible. Throughout the process, I partner with you to learn about your vision for your post-divorce life and serve as a guide to get you there. I, personally, assist with all of the financial aspects and will refer to others for assistance needed outside of my area of specialty. Clients who go through this process with me are able to face their divorce with greater confidence while also saving themselves quite a bit of money.

Divorce Financial Planning Steps:

Creating a vision for your post-divorce life.

How can we create a plan if we don't know where we're going? This is often the most emotionally challenging task. A lot will be changing in your life but rather than having the divorce process determine those changes, I want to help you control how your life will be following your divorce.

Organizing and preparing financial documents.

I work with you to gather all of the financial information you will need to proceed with your divorce. This varies substantially from client to client but could anything from creating a budget to small business valuation to preparing your financial affidavit.


I will help you create SMART goals (specific, measurable, attainable, relevant and time-bound). These goals might need to be modified throughout the process but it's an important exercise to prepare you for negotiating your divorce settlement.

Finalizing Your Divorce Plan

I work with you to select an attorney or mediator, depending on how you want to proceed. I assist you in making the most of your time with that professional in order to reduce your overall cost of divorce. I continue to provide support regarding all of the financial aspects of your divorce and will continue to work with you following your divorce if needed.

Divorce Financial Planning Process

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