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DIVORCE FINANCIAL PLANNING • NEW YORK CITY

Clarity Today for a 
Stronger Tomorrow.

Divorce is a major life transition. I help high-net-worth women in New York City understand their options, evaluate settlement scenarios, and build a secure financial future with the guidance of a CDFA®

WHAT WE ANALYZE

A Complete View of Your Financial Picture

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Marital & Separate Assets

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Investment Accounts

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Real Estate

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Retirement Assets

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Taxes & Liabilities

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Cash Flow & Future Needs

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MAKE INFORMED DECISIONS

Model the Options Before You Decide

We analyze different settlement scenarios so you can see the potential impact on your taxes, investments and long-term financial outcomes.

A CLEARER PATH FORWARD

Four Conversations That Change Everything.

Every client’s situation is unique, but our process is designed to bring clarity and confidence.

01

Get to Know You

We discuss your situation, goals and what matters most to you.

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02

Understand Your Financial Picture

We organize your assets, obligations and options.

03

Explore the Options

We model different scenarios so you can see the potential outcomes.

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04

Create Your Plan

We develop a personalized strategy for your next chapter.

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YOU DON'T HAVE TO NAVIGATE THIS ALONE

Let’s Plan Your Next Chapter

Schedule a private consultation to discuss your situation and explore the right financial strategy for your goals.

Common questions

What you need to know before we talk.

Straight answers to the questions most HNW families ask before reaching out.

  • Yes. A core focus of my practice is dedicated to helping high-net-worth women navigate the financial complexities of divorce. I provide specialized, empathetic guidance to ensure you understand your options, protect your interests, and confidently build a secure financial foundation for your next chapter.

  • A Certified Divorce Financial Analyst (CDFA®) is a professional with specialized training in the financial issues surrounding divorce. I work alongside you and your legal team to analyze property division, model the short- and long-term impacts of different settlement scenarios, evaluate tax implications, and help ensure that any proposed settlement is financially viable for your future.

  • It is highly recommended to engage a financial advisor as early in the process as possible—ideally before or concurrently with hiring an attorney. Early involvement allows us to fully organize your financial picture, identify complex assets, and strategize from the beginning, empowering you to make informed decisions throughout the negotiations.

  • For our initial consultation, it is helpful to have a general overview of your marital and separate finances. This includes recent tax returns, recent statements for bank and investment accounts, details on real estate and mortgages, and information regarding retirement plans or business interests. If you don't have access to everything right away, don't worry—part of our process is helping you gather and organize this information.

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