Divorce Financial Planning near san jose, ca

Your divorce doesn't have to feel like a financial maze

Starting a divorce in California, particularly in the Silicon Valley area, doesn't have to mean costly legal battles, damaged relationships, or concerns over preserving your assets.

If you're googling "How to start a divorce in California" but facing uncertainty about the financial impact, you're in the right place.

While your divorce attorney can lead you through the legal phases, they might not have the expertise to untangle the nuances of your present and impending financial landscape.

This is where the expertise of a Certified Divorce Financial Analyst® becomes invaluable.

With effective divorce strategies and comprehensive divorce financial planning, you can navigate this transition smoothly. Leveraging divorce financial services ensures a well-thought-out divorce strategy, prioritizing both your wealth and well-being.

Fact: A win-win settlement isn’t just about agreeing to split everything 50-50. Our clients make the best decisions when they know how much their post-divorce life actually costs.

This Divorce Financial Service is Perfect if: 

  • Navigating the waters of ensuring your family's financial security during settlement discussions feels challenging, especially when your attorney falls short in answering specific financial queries.
  • Amidst a tumult of emotions, you seek objective guidance to focus on the facts and craft effective divorce strategies.
  • In order to reach an easy divorce in California, you aim to gain comprehensive clarity on both your present and anticipated financial scenarios to ensure fair negotiations.

Don’t let divorce turn your life upside down

By working with CDFA® and leading with financial facts, your relationships and post-divorce lifestyle don’t have to take a hit

Why our clients partner with us 

While divorce is undeniably an emotional whirlwind, our expertise lies in facilitating a smooth transition for all parties involved, allowing them to move forward with dignity and confidence.

Certified Divorce Financial Analyst® & mediator

Our divorce consultants are certified to advise attorneys and individuals on equitable settlements through in-depth knowledge of asset distribution, taxes, and short- and long-term financial strategies.

Objective analysis methods

We propose data-based settlement options for mediation, collaborative divorce, or litigation. This de-escalates conflict and facilitates productive discussions.

divorce strategies that Replace fear with facts

We educate our clients about divorce myths, negotiation tactics, and financial facts so they can breathe easily and feel confident through the entire process.

Real-time support during negotiation

We provide real-time analysis during divorce negotiation sessions so our clients don’t feel pressured to accept an unfair deal that can take a toll on their lifestyle, well-being, and relationships.

In a Hurry? Sign up for our Expedited Service

Searching "certified divorce financial analyst near me" because your settlement session is coming up in just a few weeks?

Our expedited divorce financial analysis service will equip you to show up with unshakeable confidence and stay in control of your family’s future with the right financial facts.

When there’s a lot of pressure to get it right, it can be empowering to know what to ask for to protect a family’s resources and safeguard relationships. 

Even when time is not on our side, we ensure our clients quit feeling like their back is against the wall and start believing they can hold their ground in the upcoming settlement session.

Our approach

What happens when we partner with you

Uncovering the real cost of divorce

The most complicated part of the divorce process is navigating the finances. We bring a family's financial reality into sharp focus by itemizing marital and separate assets, taxes, debt, household expenses, and individual contributions.

This data forms the foundation of our post-divorce lifestyle analysis report and informs the negotiation strategy.

 Formulating a settlement negotiation strategy

With the numbers crunched, the settlement terms become clear for financial and non-financial issues. At this stage, we also create a customized Divorce Impact Analysis Report to compare different settlement options.

Our primary objective is to advocate for a swift resolution using effective divorce strategies and data-driven approach, aiming for a balanced settlement proposal that minimizes friction between both parties. As a divorce financial planner who cares about the win-win outcome, we also offer essential guidance and education, ensuring our clients are well-versed in their financial landscape.

 Collaborating with the legal team

If your divorce is at the litigation stage, the attorney and the Divorce Consultant must be on the same page.

We provide attorneys with high-level and detailed financial truths to come up with the most persuasive arguments to honor that truth and advocate for our clients’ rights. Having the financial facts enhances the quality of counsel our clients receive before a litigated negotiation.

 White glove negotiation support

Negotiation sessions are dynamic, and the offer on the table may change during the discussion. While our clients are more confident after partnering with us, there may be curve balls they’re not equipped to handle.

To empower them to make informed decisions at every step, we show up as expert sounding boards and provide real-time analysis in settlement sessions.

Our approach

How we’ve helped past clients

  • Creating a Budget Blueprint to determine the cash flow changes pre- and post-divorce
  • Analyzing spousal support terms and determining if higher payments over a shorter period are more advantageous than lower payments with a longer duration
  • Calculating a lump sum buyout of spousal support
  • Determining whether it is financially feasible to keep the house post-divorce and qualifying for a mortgage
  • Calculating the basis (original cost) of investments
  • Transferring retirement accounts without creating a taxable event
  • Determining the present value of a pension plan
  • Considering inflation and other economic forces and how it may impact retirement needs
  • Analyzing the marital assets to factor all variables such as taxation and income-producing capabilities into the settlement
  • Analyzing and evaluating proposed settlement options

And more… 


1. How is the Expedited Divorce Financial Planning & Analysis service different from the regular service?

The expedited service is perfect for clients with a negotiation session within the next two weeks who are under pressure to get the financial facts quickly. They work with us because they want to rise above fear and uncertainty and handle the session confidently, armed with vital financial facts and negotiation tactics.

2. What’s the best time to start working together on the Divorce Financial Planning and Analysis?

The best time to contact us about the Divorce Financial Planning and Analysis service is when you’re sure you’re ready to file for divorce. This service also provides much-needed clarity around financial questions about your post-divorce lifestyle.

Additionally, we serve those in the throes of a legal battle who need clarity around their marital finances. This resolves the financial unknowns and elevates the quality of counsel you can get from your legal team.

Partnering with us will equip you with data to make informed decisions at every step without resorting to interpersonal conflict that may escalate to litigation. You will have a clear idea about how much the divorce will cost, how you can continue to be financially independent, as well as how to co-parent peacefully if you have kids.

3. What’s the best time to start working together for the Expedited Divorce Financial Planning and Analysis service?

The Expedited Divorce Financial Planning and Analysis timeline is about two weeks, so contacting us when the document exchange process begins is ideal.

Our goal is to arm our clients with financial facts before the mediation session or court date in case of litigated settlements and review them together to proceed with a clear picture of a family’s financial future.

Essentially, having all the financial facts - whether you’re at the mediation stage or have initiated litigation - can make all the difference between confidently advocating for your family’s future and accepting an unfair deal under pressure.

>> Click here to learn more about our California mediation services

4. What information do you need to start the Divorce Financial Planning and Analysis (applicable for Divorce Financial Planning and Analysis and Expedited Divorce Financial Planning and Analysis)?

When you start working with us, we will share a 4-page guide detailing which financial statements we need from you, depending on your assets.

Overall, we need historical lifestyle data and documentation around joint assets, retirement and pension funds, tax data, and household expenses to come up with divorce financial analysis reports that uncover the real cost of the uncoupling.

5. Do you provide ongoing support after the settlement session?

Yes. If a resolution is not reached in the first settlement session (litigated or mediated), we continue to support you in advocating for yourself in upcoming sessions and beyond.

Seeking clarity in your separation journey?

Dive into expert divorce planning near San Jose and take the first step toward a secure financial future today!