Divorce or separation.
Divorce is one of the hardest things a person goes through, and the financial decisions made during it can follow you for decades. You deserve someone in your corner on the money, while everyone else is focused on everything else.
Equity comp, retirement, and the details that get missed.
Dividing a marital estate gets complicated fast when real wealth is involved. Equity compensation that vests on a schedule, workplace retirement plans that need a QDRO to split without penalty, account titling and beneficiary designations to update when the rules in your case allow it, and the tax basis that decides what each piece is really worth. Check with your attorney before you change anything. These are the financial details that usually need a planner working alongside the attorney.
We bring order to a picture that’s been turned upside down.
Protect. First we make sure nothing slips. The beneficiary and titling updates to plan now and make when you’re allowed to, the workplace plans that need a QDRO to divide cleanly, the IRAs that are divided by a transfer under the divorce decree instead, and a clear-eyed view of what’s actually divisible and what each asset is worth after tax.
Subtract, then align. We line up what remains around the life you’re building next, not the one you’re leaving, and we coordinate with your attorney so the money and the legal pieces move together.
Build. Then we build the plan for what comes after. A new foundation for your own financial life, on your terms, with the equity, the accounts, and the documents all pointing the same way again.
The Plan is $5,000 flat, built for delivery within 30 days of kickoff, and backed by the Plan Promise: a full refund, for any reason, if you ask in writing within 30 days after delivery. You keep the plan.
See what’s included and how pricing works →How is equity compensation divided?
It depends on what’s vested, what’s unvested, when it was granted, and your state’s rules, which is why it’s one of the most commonly mishandled pieces of a divorce. Getting it valued and divided correctly can be worth far more than it costs.
Do I need a QDRO?
Often, to divide a workplace retirement account without triggering taxes and penalties. It’s a specific legal order, often separate from the divorce decree, and missing it is a common and expensive mistake. We coordinate with your attorney so it’s handled.