Mediation, Collaborative divorce, FINANCIAL ANALYSIS & consulting
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what makes us different
We are Divorce Financial and Coaching Experts
We don’t just know to properly process your divorce, founder Berni Stevens is a Certified Divorce Financial Analyst® who has also been professionally trained as a divorce coach. When you work with her you’ll get one expert, a single point of contact, who is able to handle all aspects of your divorce: child support and alimony, division of property, parenting plans, and divorce processing.
A CDFA® is Best Qualified to Help You Achieve Your Financial Goals in Divorce
A CDFA®-Mediator is a trained mediator who has obtained training and certification as a CDFA®. She conducts sophisticated and thorough financial analysis to produce alternative settlement scenarios to best meet the goals and objectives of the two parties. She may also be trained as a divorce coach who can guide you in developing an effective parenting plan that meets the needs of the entire family and ensures happiness and security for the children.
From Our Founder
Take Control of Your Future
Read Berni’s bio here.
In How Many Ways Can We Help Optimize YOUR Financial Future?
Child Support and Alimony
Child support is based on your state’s formulas, but it’s not as straight-forward as you may think. Are you sure your accounting for all available income and covering all your children’s needs?
Alimony, too, is largely discretionary and causes significant angst to both the payor and payee. What is the right amount? What about an alimony buyout?
Learn more here.
Marital Home
One of you wants to keep the marital home but can’t afford it or refinance.
Retirement Savings
What’s the most efficient way to divide retirement savings? Will you need a Qualified Domestic Relations Order (QDRO)?
Taxes
Two seemingly equivalent assets may not be alike. Ensure your settlement considers tax implications.
Risk Management
How can you best plan for the possiblity of future disability, death, or bankruptcy and the impact it may have on you or your children?
College Funding
College costs can be affected by your divorce settlement. Minimize them now while you have the chance. Even if your state doesn’t obligate parents to fund college expenses, you can build it into a mediated settlement agreement.
Pension Valuation
Most divorce attorneys can’t correctly value pensions and instead rely on valuations by outside experts whose costs will be passed onto you. We regularly value corporate, military, and government pensions and can include the valuation in our fixed fee.
Financial Projections
Evaluate how various settlement options will affect your financial health one, five, ten, twenty years from now.
Owned Businesses and Rental Properties
Value your businesses accurately without spending a fortune.
Stock Options and Restricted Stock Units
Properly value and divide your stock options and RSU’s to ensure fairness in the division of assets. How can these be divided to minimize taxes and risk?
Hidden Assets
Are there assets you’re not aware of? Make sure these are taken into account.
Cash Flow and Budgeting
Understand how your settlement will affect your standard of living and ability to pay your bills.
Recent News and Resources
Divorce Options Showdown
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The Goldilocks of Divorce: Why Collaborative Divorce Might Be Just Right
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Navigating Divorce Asset Division: Expert Tips for a Fair Settlement (and Who Gets the Dog in Divorce)
When it comes to divorce, dividing assets can feel overwhelming. It’s also often more complicated than simply deciding who gets the dog (though...