Our Concierge Divorce Support & Planning services give you expert guidance every step of the way. With the help of our Certified Divorce Financial Analysts®, you’ll gain clarity, confidence, and a clear plan forward.
We help with the paperwork, financial planning, and settlement analysis, so you can stop second-guessing and start feeling more in control. Our approach balances the numbers with the emotional realities, giving you peace of mind during one of life’s toughest transitions.
Expert Guidance from CDFAs®
Get strategic financial advice tailored to your situation — from professionals who understand both the numbers and the emotional stakes.
WHY US
Concierge-Level Support
We handle the paperwork, planning, and financial analysis so you can focus on moving forward with less stress and more clarity.
Fact-Based, Future-Focused Decisions
Avoid costly mistakes by making informed choices that protect your future — not just your present.
Not quite sure if Phoenix Financial is a fit for you? We're happy to tell you more!
15 min
1 hr - 2 hr
From 250 US dollars
Here’s what you can expect during the One-Hour Consultation*:
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5–10 minutes for you to share your current financial circumstances, concerns, and goals
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A general review of your assets and debts
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A high-level financial analysis related to property division, child support, and alimony*
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A general overview of common methods people use to resolve separation and divorce
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Referrals to attorneys or mediators, if needed
Two-Hour Consultation:
If you provide Assets, Debts, and Income Information ahead of time, then during the consultation, I can:
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Create a preliminary marital balance sheet using your financials
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And walk through sample alimony or child support calculations and prepare corresponding budgets*
*Please note: While I’ll offer financial education and divorce financial analysis, I do not provide legal advice. Any legal guidance or final calculations should come from a qualified legal professional.
What our clients are asking . . .
Divorce often begins with more questions than answers. Meeting with one of our Certified Divorce Financial Analysts® (CDFA®s) can bring clarity to the confusion and help you address your most pressing concerns. Whether you schedule a one-hour strategy session or choose ongoing support, we’re here to help you navigate the critical financial decisions that shape your future.
Can I keep the house?
How do I avoid tax pitfalls?
When do I need to get my own insurance?
Does equitable mean even?
How do we split retirement accounts?
Alimony: lump sum or monthly?