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, retirement accounts that need a QDRO to split without penalty, account titling and beneficiary designations that have to be redone, and the tax basis that decides what each piece is really worth. 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 that have to happen, the retirement accounts that need a QDRO to divide cleanly, 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, separate from the divorce decree, and missing it is a common and expensive mistake. We coordinate with your attorney so it’s handled.