Financial Clarity During and Beyond Your Divorce.

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Services Designed With You In Mind

Divorce Financial Analysis and Consulting

With the background and training as a CERTIFIED FINANCIAL PLANNER™, we conduct a careful analysis and review to help you to understand your financial situation along with the short and long term implications of any potential settlements. Our reports will provide you with financial clarity and strengthen your divorce case.
Mediation and Litigation Support

As your mediation or litigation support, we work closely with mediators and legal teams. We provide the financial calculations and reports needed to gain clarity on the financial aspects related to divorce. Our information will provide you a thorough understanding of your financial picture so you can negotiate from a position of confidence.
Post-Divorce Transition Planning

Once you're divorce is settled, there are still additional financial steps to complete. We will help you finalize such things as account transfers, update account beneficiaries, divide IRA's and investment accounts, create new budgets along with updating estate plans. Our goal is to support you through these next steps and help you craft your new life beyond divorce.

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Penny Di Giovanna

CERTIFIED FINANCIAL PLANNER®

Certified Divorce Financial Analyst™

“Drawing from my own personal experiences and my professional knowledge, our firm is designed to offer personalized guidance and detailed financial analyses to guide you through your divorce and beyond. In a collaborative and caring environment, we empower you to make informed choices regarding your finances both now and in the future.”