Divorce has a way of making everything feel urgent. The finances. The paperwork. The uncertainty. The fear of making the wrong decision. Many women believe they need to understand every financial detail immediately before they can move forward. But when you are emotionally overwhelmed, trying to figure everything out at once often leads to paralysis. What you need first is not perfection. You need a plan. As a CPA and Divorce Coach, I help women create clarity.

If you’re going through a divorce, one of the most important and stressful documents you’ll complete is the Case Information Statement (CIS). It’s detailed. It’s financial. And for many people, it feels overwhelming. The CIS is not just paperwork. It tells the financial story of your life. Your income, spending, assets, debts, and lifestyle all live inside this document. Judges, mediators, and attorneys rely on it to make major decisions about support, asset division, and fin

Divorce settlements are meant to create financial clarity and stability for both parties. Considering protections like life insurance for alimony obligations is one way to ensure that financial support remains secure even if the unexpected occurs. If you are navigating divorce and want to better understand the financial implications of your agreement, working with a CPA who understands divorce-related financial planning can help you make informed decisions at every stage of

Divorce changes many things at once, but for newly divorced moms, one of the biggest shifts is financial. Almost overnight, you are asked to step into a new role: CFO of your household . That title doesn’t come with a manual. Instead, it comes with decisions. Most women leave a divorce with a combination of assets and obligations such as investments, debt, maintenance, and child support. What often feels overwhelming isn’t any one item, but how everything fits together. The r

When most people think about estate planning, the focus is usually on who gets what . Names are listed, percentages assigned, and the assumption is that the work is done. But when it comes to retirement accounts, how beneficiaries inherit can be just as important — and far more expensive — than who inherits. As a CPA, I see this mistake more often than you’d expect. It’s quiet, technical, and rarely explained clearly — until the tax consequences show up. Separate Inherited