Organization Overview
We help professionals, and business owners, find clarity in their financial lives, whether they are working up the corporate ladder, or determining how they exit their business and fund retirement.
We have a passion for working as a non-neutral for non-CFO spouses between the ages of 40-60 thinking about divorce or going through the process to get a clear picture of their full marital estate. This means they can understand the long-term consequences of the choices they make when they're dividing money, so they can reach the best outcome for themselves and their family. We are a needed team member to your divorce team, ensuring you the best possible outcome.