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Divorce Planning

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Divorce Planning Helps You

Find A New Financial Reality

No matter where you are in the divorce process, or which approach you are taking to separate from your spouse, engaging in divorce planning with a financial consultant can help you understand your situation and ultimately make informed decisions as you work towards a resolution.

If you aren’t the “money person” in your relationship, don’t worry. We are passionate about education and will make sure you understand the impact each decision you are being asked to make could have on your future.

Our Divorce & Mediation

Planning Process

Our process is tailored to meet your needs and timeline. This type of work is very fluid and flexible, so we can meet you where you are at. Our goal is to provide a safe and confidential space for discussion and to help support you through your divorce or mediation.

Get Started

  • Initial Meeting

    During our initial consultation, we will explore your goals, interests and concerns.

  • Gather Information

    We give you a list of documents and information to gather so we can get started.

  • Explore Options

    We help you understand your financial situation and start looking at the realities of different outcomes.

  • Input As Needed

    We assist you and your attorney with financial questions throughout the course of your case and provide budgets, projections on different scenarios, and various financial reports as needed.

  • Look Ahead

    We provide education on all the pieces of your puzzle so you feel more prepared to make financial decisions going forward.

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Just Starting To Think About

Divorce Planning Options

These are the most common types of cases we work on and the roles we can play.

We do not provide legal advice. 

Collaborative Divorce

What it is: A way for couples to negotiate the terms of the divorce without litigation. Each spouse hires their own attorney, but everyone works together to find a resolution that works.

How we can help: We are available to act as a Financial Neutral in your case. A Financial Neutral helps couples find, organize and understand their financial information with the goal of creating a plan for settlement. Robyn Hill is our lead Financial Neutral.

Mediated Divorce

What it is: You and your spouse meet with a trained mediator who helps you communicate and work through issues to find a reasonable compromise. You are in charge of the outcome. Mediators don’t make decisions or offer legal advice, they just act as a facilitator.

How we can help: We are available to act as a Financial Neutral that will support your mediation through healthy discussion and education about financial topics. A Financial Neutral helps couples find, organize and understand their financial information with the goal of creating a plan for settlement. Robyn Hill is our lead Financial Neutral.

Litigated Divorce

What it is: Each spouse hires their own attorney and if a resolution cannot be found, they go to court and a judge makes the final decision regarding their settlement.

How we can help: We typically approach these cases as a financial consultant and can be available to serve as a witness in trial if necessary. We will define the scope of work and our capabilities during the initial call.

Divorce Planning

How We Work

During our initial consultation we will get a sense of how much work will be needed and what you are trying to accomplish by hiring us. At the end of our call, we will go over your budget and define the scope of work we can offer.

We typically charge an hourly rate for this type of work and may ask for an upfront retainer fee depending on the complexity of your case.

Request A Free Consultation
two people sitting at a table discussing financial planning, divorce planning, estate planning and real estate

Meet Our

Divorce Planning Professionals

Robyn Hill

Robyn Hill

JD CFP® CDFA®

Robyn leads our financial consulting work and is especially suited to help with Divorce and Mediation because she is also a licensed attorney. She has served as a Financial Neutral and Expert Witness in numerous cases all over the country. Robyn does not offer legal services through Commonwealth Financial Network.

Robyn’s designations include CERTIFIED FINANCIAL PLANNER(™) professional, Certified Divorce Financial Analyst and she is an active member of the Collaborative Professionals of the Shenandoah Valley.

Stephan Hess

Stephan Hess

CFP® CDFA®

Stephan’s designations include CERTIFIED FINANCIAL PLANNER(™) professional, Certified Divorce Financial Analyst and he is an active member of the Collaborative Professionals of the Shenandoah Valley.

What is a

Certified Divorce Financial Analyst (CDFA®)?

A CDFA® professional is a financial professional skilled at analyzing data and providing expertise on the financial issues of divorce. The role of the CDFA® professional is to assist the client and his or her attorney to understand how the decisions he or she makes today will impact the client’s financial future. These are some of the factors we review:

  • Emergency savings
  • Budgeting
  • Mortgage
  • Debt
  • Insurance needs
  • Tax consequences
  • Planning for retirement
  • Planning for college
  • Division of pension and other assets
  • Creating short-term and long-term financial goals

While a CDFA can help your attorney make financial sense of settlement proposals, The Institute for Divorce Financial Analysts (IDFA™) highly recommends that any person getting a divorce should seek legal counsel. A CDFA’s role is to assist, not replace, the attorney.

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Start Divorce Planning

Request a Meeting

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Start Your

Financial Planning Journey