Broker Check

Divorce Financial Planning

Today. Tomorrow. Together.

Divorce is hard, even in the best circumstances. Let's take this journey together to be sure you understand what life looks like post-divorce and that expectations are realistic throughout the whole process.

Client Centered

After spending over three years navigating her own divorce, Sophia felt a deep calling to support other professionals facing the same overwhelming journey. She knows firsthand how isolating and confusing the process can be. That’s why she serves as a trusted guide—helping clients make sense of difficult decisions and understand the lasting impact those choices can have on their lives and their families.

Her mission is to be a steady, compassionate presence during one of life’s most challenging transitions.

If you're going through a divorce and need someone who truly understands, schedule an introductory consultation with Sophia today. You're not alone—support is just a conversation away.

Divorce Financial Planning FAQs

  • What is Divorce Financial Planning?
    Divorce Financial Planning is the process of gathering all financial information (including current lifestyle and desired post-divorce lifestyle), analyzing each piece, and recommending potential settlement options with education regarding long-term impact of each option. This is most often completed alongside the legal process of divorce and not as a pre-emptive process. Attorneys frequently find the output from Divorce Financial Planning helpful in creating agreeable settlements. Divorce Financial Planning can also be used as a tool in Collaborative Divorce, if that is the route you have chosen.
  • What is a CDFA®?
    A CDFA® professional is someone who comes from a financial planning, accounting, or legal background and provides expertise on the financial issues of divorce. As a CDFA®, it is Sophia's objective to provide realistic expectations and education regarding financial life after divorce.
  • Am I the right fit for Divorce Financial Planning?
    If any of the following issues are involved in your divorce, it is worth exploring if Divorce Financial Planning is appropriate for your situation:
    • Retirement Plans
      • 401k, IRAs, 457, 403b, TSP
      • Pensions, PERA, Railroad Retirement, Government Pension
      • Deferred Compensation, Stock Options
    • Real Estate
      • Primary Home
      • Rental Home
      • Vacation Property
    • Businesses
      • Small Business
      • Family Business
      • Control Person in Business
    • Trusts
    • Inheritance
  • How much does Divorce Financial Planning cost?
    Complexity of the case determines cost and will be discussed at the complementary introductory consultation.