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Partner With Clarity

WHO I WORK WITH

Clarity Financial Wellness partners with attorneys, therapists, and financial professionals to bring depth and precision to the financial side of divorce.

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As a Certified Divorce Financial Analyst®, I specialize in complex, high-asset, and high-conflict cases - helping ensure financial disclosures are complete, settlement models are accurate, and outcomes are sustainable.

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Whether your client is preparing for mediation, in active litigation, or rebuilding post-divorce, I provide insight that strengthens your strategy and supports better client decisions. I welcome both case-specific referrals and long-term professional partnerships.

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Family Law Attorneys

I partner with attorneys to bring clarity and organization to the financial side of divorce - before, during, and after litigation. The result: fewer delays, cleaner disclosures, and more productive client meetings.

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How I can support your practice:

  • Prepare clients for meetings so your time is used efficiently

  • Help clients gather, organize, and understand financial records

  • Flag inconsistencies or missing assets early

  • Provide expert financial testimony when needed

  • Manage expectations with realistic financial projections

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As cases grow more complex, attorneys bring in financial specialists earlier to streamline strategy and improve client outcomes.


I don’t replace you - I make your work smoother, faster, and more effective.

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Financial Advisors, Planners & Accountants

When clients are navigating divorce or financial trauma, they’re often not ready to engage fully in planning, investing, or tax work. I help bridge that gap—organizing data, clarifying financial language, and preparing clients so you can move forward with clearer data and more engaged clients.

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How I add value to your client relationships:

  • Organize account information and transaction history pre- or post-divorce

  • Build baseline budgets and cash flow to support planning and tax analysis

  • Translate strategy into clear, client-ready action steps

  • Identify red flags that may require deeper review

  • Clarify implications of taxes, capital gains, and retirement account division

 

I don’t manage investments or provide planning advice - I strengthen your process by preparing clients for meaningful, productive financial planning.

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Therapists & Coaches

I collaborate with therapists and coaches to help clients translate emotional insight into practical financial progress. As clients gain clarity and stability in their personal lives, I ensure their financial decisions align with that growth.

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How we work together:

  • Reinforce clients’ progress through organized, actionable financial steps

  • Help clients reduce stress and uncertainty around money decisions

  • Provide structure and accountability for financial follow-through

  • Bridge emotional readiness with practical financial stability

 

I don’t offer therapy or coaching - but I extend your work into the financial realm, helping clients apply what they’ve learned to create sustainable change.

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Other Divorce Professionals

(Realtors, mortgage lenders, benefits specialists, and other industry partners)

 

I collaborate with professionals who support clients before, during, and after divorce to keep finances organized and on track. With clear structure and communication, clients stay prepared, responsive, and ready for each step.

 

How we work together:

• Organize financial records ahead of mediation or transactions
• Support budgeting and clarity around housing or benefits
• Ensure post-divorce tasks—like account updates—are completed
• Translate complex financial details into plain language

 

I don’t duplicate your work - I help clients stay organized so your process runs smoothly.

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