Latest Posts

Who’s on first?

Timing is everything. You really need a financial expert like me—after all, I’m a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional—to look at that proposed settlement before you go to mediation.

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The $150k oversight

I recently worked on a divorce case that went to mediation. As a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional, I had done my best to prepare the attorney and the woman for the big day.

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What’s the trickiest question on the AFI?

You get a new client. You ask her to complete the AFI. And just like that, your case grinds to a halt.

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How (and why) to instill optimism in your clients… early

What I’d like to discuss here is how you can—with, humbly, my help—bring more optimism to your clients. Sure, it’s great for them. But, arguably, it’s even better for you.

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What is a “G2 divorcee”? And why should you care?

In my wealth-management practice (Bridge Financial Strategies), I work with a lot of “G2s.” As a CPA, a CERTIFIED FINANCIAL PLANNER® professional, and a Certified Divorce Financial Analyst® professional who helps women with the financial side of divorce, I periodically work with them as well. And so might you.

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Financial case prep tips for trial vs. mediation

Let me start by stating the obvious: Aside from a few, super-aggressive, spotlight-loving, confrontation-seeking family-law attorneys (and you know who you are), nobody wants a divorce case to go to trial. As you’ll tell your clients, it’s the court, literally, of last resort.

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Financial tips for high-asset divorce cases

Not every divorcing couple has millions of dollars in assets to divide. It’s called “the one percent” for a reason.

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How I became a team player (for you)

I help divorcing women. I help attorneys. How did I get into this? And how does this affect you?

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How to Avoid Divorce Burnout

As a family law attorney, you’ve chosen, as a career, an emotionally violent sport. Divorce is hard. It's challenging. You spend a good portion of your days seeing, and dealing with, people at their absolute worst. Unfortunately, they sometimes take it out on you.

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