How I work

Every case is different.
Every one starts with a conversation.

I walk alongside people through the financial side of divorce. Most people who reach out don't know exactly what they need yet, and that's fine. That's what the first conversation is for. You tell me where you are, I tell you what I see, and together we figure out what your situation calls for.

Sometimes that's two or three meetings. Sometimes it's two or three months. My last case, I worked with my client for over a year, and then with both spouses together for the final three months to get the settlement across the line. Whatever shape it takes, it's me, one-to-one, in your corner for the duration.

More than the math

I get to know your unique situation. Your specific combination of assets, income, debts, retirement accounts, property, and everything else you've accumulated, inherited, or built together over the course of your marriage. No two cases look the same, and I don't treat them that way.

And here's the part most people don't expect: the biggest value usually isn't a dollar figure I catch, although I catch plenty. It's that you get a concrete path. Divorce hands you a stack of decisions at the exact moment you're least equipped to make them. I don't just tell you which boxes to check. I tell you what each one means, how it plays out over the next several years of your life, and which choice sets you up for a secure future. You walk in knowing what you're doing and why.

Assets that look equal on paper behave very differently in real life, especially over time.

Steve wanted his wife to keep the house, but she couldn't refinance out of his 2.99% pandemic-era rate. "She'll live there and I'll keep paying" sounds generous. But it's shared risk that follows both of them for years. Equal on paper, unequal in life.

Shared mortgage risk, real client (name changed)

A $500,000 retirement account and $500,000 in home equity might look like a clean 50/50 split. But one is taxed when you withdraw it. The other ties up your cash in an illiquid asset with maintenance, insurance, and property taxes. Five years from now, those two "equal" assets produce completely different lives.

I don't do "split it 50/50." I look at how your assets will actually function in the years ahead, not just how they look on the page today.

You can hear how I think about all of this in The Private Sessions. The first three episodes are free, and many people listen before they ever pick up the phone.

What I actually do

Every engagement is shaped to the case, but these are the six areas where the work happens.

01

Full discovery

I track down every asset, liability, income stream, and tax exposure. Not just what's on the table, but what's missing from it. Bank statements, tax returns, business records, benefit plans. I build the complete picture so nothing gets overlooked.

02

Scenario modeling

What does your life look like if you keep the house? If you take the retirement accounts instead? If you sell everything and split it clean? I model multiple futures with real projections, 5, 10, 20 years out, so you're choosing from clarity, not fear.

03

Tax strategy

Every way you divide assets has tax consequences. I calculate the after-tax value of everything, identify timing strategies, and flag hidden costs like depreciation recapture, capital gains, and early withdrawal penalties before they become surprises.

04

Settlement narrative

Most financial analysts produce spreadsheets. I write a settlement brief that explains the analysis in language everyone in the room can understand. These documents have stopped cases from going to trial and helped mediators break deadlocks.

05

Settlement and expert review

When there's a proposal on the table, I go through it line by line: nominal value, after-tax value, liquidity-adjusted value. And when the other side brings their own financial analysis, I find the unsupported assumptions and prepare your attorney to challenge what doesn't hold up.

06

Trial-ready testimony

If the case goes to trial, I can provide expert testimony. Every analysis I build is designed to withstand cross-examination. Every number is documented, sourced, and defensible.

When people usually reach out

There's no wrong time to call, but these are the moments that bring people to my door.

The divorce just became real, and the money side feels like fog. You don't know what you have, what you owe, or where to start.

Things are moving along, and something feels off. "I don't think this is going in my favor, and I need someone who can tell me."

There's a proposed settlement in front of you, and you want someone to run the real numbers before you sign anything.

There's a business, executive compensation, or a separate-property claim, and the outcome depends on who understands the finances best.

It was a long marriage with deeply intertwined finances, and untangling it correctly matters for the rest of your life.

Your attorney is excellent at the law, and you need the financial side handled with the same care.

Sarah was a senior executive. Her compensation came in layers: salary, bonuses, stock options, grants, deferred compensation. Everyone looked at the statements and thought it was just paperwork. But a six-figure swing was hiding in a 15-year supplemental executive retirement plan that ran through their entire marriage. Peter almost walked away from money that was rightfully part of the marital estate because nobody peeled back the layers.

Executive compensation analysis, real clients (names changed)

Case in point

Patricia's case took sixteen weeks. It changed everything.

Patricia's husband was in the middle of selling his company. He held 1.5 million shares of founder stock valued at over $3 million. His team classified those shares as a gift from his father, which would make them separate property, not subject to division. The paperwork was clean. One document showing the gift transfer.

But nobody had looked at what happened to the value of those shares during sixteen years of marriage. Share appreciation during a marriage is not automatically separate property. Nobody on her team had slowed down long enough to examine it.

Over the course of our engagement, I traced the original gift, separated the base value from the marital appreciation, and built the financial narrative that reframed the entire case.

I drafted a letter. We laid out the questions. The case came to a full stop. Patricia's settlement didn't improve. It tripled. Not because anyone was hiding something. Because nobody had asked the right questions until someone finally did.

Two ways to start

Listen first: The Private Sessions

First three episodes free · $97 for everything

Audio episodes and a workbook. I walk you through the financial side of divorce: what to gather, what to watch for, and how to think about your settlement. Everything is delivered through the Hiro app, privately. Nothing shows up in your play history or on a shared account. If you're early in the process and want to educate yourself before talking to anyone, start here.

Start listening →

Talk with me

A real conversation, not a pitch

Tell me about your situation through the contact form, and be as specific as you feel comfortable being. I'll reach out within a couple of business days and we'll set up a call. We talk, I listen, and I tell you honestly what I see and whether I'm the right fit for what your case needs. If I'm not, I'll point you toward what makes more sense.

Tell me about your situation →

Engagements are scoped after we talk, because no two cases need the same thing. Most clients invest a few thousand dollars over the course of their case. What they get back is a settlement that works, decisions they understand, and mistakes avoided that are routinely worth many times more.

Not sure what you need?

That's normal. Almost nobody knows what they need when they first reach out. That's exactly why we start with a conversation.

Tell me about your situation

In person in Spokane. Virtual across Washington, Idaho, Oregon, and nationwide.