Divorce is not just a legal process, it is also a major financial transition that can impact your long term stability, retirement security, and daily financial life. Divorce financial planning focuses on helping individuals understand the full financial picture before decisions are finalized so they can move forward with clarity and confidence. Important factors such

Collaborative divorce is a cooperative approach where both parties work with a team of professionals to reach a mutually agreed upon settlement without going to court. This process emphasizes transparency, communication, and long term solutions that support both individuals as they transition into the next stage of life. Katy Chai, CDFA®, CPA, serves as the

When a divorce case moves into litigation, financial clarity becomes critical. Courts often rely on financial experts to analyze assets, evaluate financial claims, and present clear reports that help attorneys and judges understand the true financial picture. Litigation support ensures that complex financial matters are properly documented and explained. Katy Chai, CDFA®, CPA, provides litigation

The financial transition after divorce can feel overwhelming as individuals adjust to new budgets, financial responsibilities, and long term goals. Post divorce financial planning helps individuals reorganize their financial life, rebuild stability, and plan for the future with confidence. Katy Chai, CDFA®, CPA, works with individuals after divorce to create a clear financial roadmap for

Zero in on your top financial priorities. Choose up to three key areas—like cash flow, home affordability, or retirement—for a tailored strategy. Perfect for clients seeking actionable advice for specific goals.