I can assist with financial organization, asset and income analysis, retirement account review, debt allocation, cash flow projections, and preparing clear financial reports. For highly specialized work (such as complex QDRO preparation or formal business valuations), I may refer out or collaborate with other professionals until I complete additional training.

Yes. I am actively pursuing the Certified Divorce Financial Analyst designation. While I am still completing the certification process, my work is grounded in my active CPA license and extensive internal audit background. I’m committed to being transparent about my current scope of practice and referring out highly specialized work until I complete additional training.

It’s best to get financial analysis early in the process, ideally before or shortly after filing. Early involvement allows for better organization of financial information, clearer understanding of your situation, and more strategic decision-making from the start.

Early financial analysis helps you understand your complete financial picture before important decisions are made. It can identify issues with asset division, income, taxes, and cash flow that may be harder (or more expensive) to address later. Getting organized early often leads to better outcomes and reduces stress during an already difficult time.

Delaying financial analysis can limit your options and make it harder to get complete information. Important financial details may be overlooked, and if certain records are needed from third parties (such as banks, employers, or financial institutions), they may require a subpoena. The subpoena process can be slow and time-consuming, which may delay your case and reduce your ability to make informed decisions. Getting financial analysis early helps avoid these complications and better protects your financial future.

Yes. While earlier is generally better, I can still assist with organizing financial information, analyzing key areas, and preparing clear reports even if you’re further along. The earlier I can get involved, however, the more strategic value I can typically provide.

It helps ensure that assets, income, debts, and retirement accounts are properly identified and evaluated. This reduces the risk of unfavorable or incomplete settlements and gives you a clearer understanding of what your post-divorce financial life may look like, allowing you to make more informed decisions.

No, I do not currently prepare QDROs. I can help you understand how retirement accounts may be divided and what information is typically needed, but I refer QDRO preparation to qualified professionals.

It usually begins with a confidential consultation to understand your situation. From there, I help organize your financial information, analyze key areas (such as income, assets, and retirement accounts), and provide clear reports. The exact scope depends on your needs and complexity.

No. Clients tend to come to me with disorganized or incomplete records. Part of my role is to help you identify what’s needed and organize the financial information in a clear, usable way.

It varies depending on the complexity of your situation and how organized your financial records are. Clients generally receive initial reports within a few weeks of providing the necessary documents. I’ll give you a clearer timeline after our consultation.

Your attorney manages the legal aspects of your divorce. I focus on the financial side helping you understand your complete financial picture, evaluate your options, and make decisions that protect your long-term financial future. Having dedicated financial expertise on your side, in addition to legal representation, can lead to better-informed and more secure outcomes even if your attorney hasn’t recommended it.

This service works well for individuals or couples who want clear, objective financial information during divorce, as well as family law attorneys who need reliable financial analysis support for their clients. It can also benefit business owners who need help understanding the financial impact of divorce on their business and organizing related financial information.

While I’m still building specialized divorce training, I bring strong financial analysis skills from my CPA license and internal audit background. I’m committed to being transparent about my current scope and referring out work that requires more advanced expertise until I complete additional training.

My services are offered on a flat-fee, project-based basis. The fee is determined after an initial consultation, based on the complexity of your situation and the scope of work required. During our conversation, I’ll take time to understand your needs and provide a clear quote before we move forward.

Yes. I generally require 50% of the fee upfront to start the project. The remaining balance is paid according to agreed-upon milestones. The exact payment terms will be discussed and outlined in your proposal following our consultation.

If you decide to discontinue services after work has begun, you will be charged for the work completed up to that point. The initial 50% payment covers the startup work and time invested. Depending on how much work has been done, you may receive a partial credit or refund for any unused portion. All terms regarding cancellation and refunds will be clearly outlined in the engagement agreement before I begin.

I take client confidentiality and data security seriously. As a CPA, I follow professional privacy standards, and I use TaxDome, a secure client portal, for the safe exchange of financial documents.

I typically work with one spouse (or their attorney) during divorce. However, I can work with both spouses if you are moving toward mediation and both parties agree to my involvement. In those cases, my role is to provide neutral, objective financial analysis to support fair negotiations. I will always be transparent about who I am representing and will avoid any conflicts of interest.

Yes, I can communicate with your attorney if it will help support your case. However, I will only do so with your permission, unless your attorney was the one who initially reached out to me. Clear communication between your legal and financial advisors can lead to better-coordinated and more informed outcomes. I’m happy to work collaboratively with your attorney when you authorize it.