Zen Services

The role of the CDFA® professional is to help both the clients and attorney or mediator understand how the financial decisions made today will impact the client’s financial future. A CDFA® professional must have years of experience in a financial planning, accounting or legal background and goes through an intensive training program to become skilled in analyzing and providing expertise related to the financial issues of divorce, to provide a peaceful financial separation.

Zen Divorce Solutions can assist you or you and your spouse through the financial complexities of divorce, including but not limited to:

  • Creation of disclosures, financial affidavits, sworn financial statements based on the legal requirements of your state of filing

  • Characterization of separate property and community/marital property

  • Division of community/marital property based on state guidelines

  • Analysis of pre- and post-tax effect of any division proposal

  • Child Support calculation based on your state-specific calculations

  • Spousal Support/Alimony range of values and duration based on your state guidelines

  • Report demonstrating net income after expenses and taxes for any support proposal

  • Home affordability analysis

  • Pension valuation

Couples or Individual Divorce Financial Analysis

Family Law,

Mediation, and

Wealth Management

Contract Work

Zen Divorce Solutions contracts with family law firms, mediation firms and wealth management firms. Zen can work with your clients on disclosures, division of community/marital assets on a pre- and post-tax basis, as well as projections for net income after expenses and taxes and net worth analysis.

Zen is national and able to provide services anywhere in the US.

If your family law or mediation practice would benefit from streamlining your focus and simultaneously increasing your bandwidth to best serve your clients, click below for more information. Or make Zen part of your holistic planning services for your wealth management clients.

Psychotherapist and Mediator Support

If you are an MFT and recognize your clients are headed towards divorce but do not require litigation, or if your Mediation clients have a complex financial situation, Zen Divorce Solutions can help.

Collaborative Financial Neutral

A Collaborative divorce involves a specially trained team of professionals to help your family complete your divorce while minimizing conflict. I am a Collaboratively trained financial neutral and would be happy to discuss this Alternative Dispute Resolution process and provide you with introductions to other professionals to round out your team.

Blue Cove Collaborative Mediation

Blue Cove Collaborative Mediation is a unique and innovative approach to divorce mediation. Our team represents each of the disciplines: legal, emotional and financial, as neutral experts to help your family through this challenging process.

Litigation Support

I strategize with your attorney as an advocate for you. My services can include one or more of the following: demonstrating need or income available for maintenance, marital standard of living analysis, financial tracing, Moore/Marsden, expense reconciliation and expert witness testimony.

Restricted Stock Unit Time Rule Application

Many professionals are awarded Restricted Stock Units (RSUs), Performance Stock Units (PSUs), and/or stock options. If the award occurred during marriage, there is an ongoing community property interest for shares vesting into the future, even if it is several years after the date of separation.

Zen Divorce Solutions can determine the future community property value for shares by applying the appropriate state-specific time rule.

Post-Divorce Support

Post-Divorce Support is to progress through the final steps necessary to completely separate financially on all assets and liabilities. We establish a budget, determine how much you can spend annually, review insurance, update your beneficiaries, ensure titling is correct, and set an appointment for both tax and estate planning with a trusted expert.