Divorce is messy enough without wondering whether your financial future is in good hands. These five services bring clarity to the numbers so you can focus on moving forward.
The Divorce Financial Planning Landscape
Divorce financial planning has become a critical niche within professional services. As more people seek specialized guidance, Certified Divorce Financial Analysts (CDFAs) and financial advisors now offer services that go beyond traditional accounting. They help you understand asset division, tax implications, retirement planning, and post-divorce budgeting. The field is growing because divorce isn't just a legal process—it's a financial one. You need someone who can translate complex numbers into clear choices. Whether you're facing an uncontested split or a high-net-worth negotiation, the right financial professional can save you time, money, and stress.
How We Evaluated These Services
We looked at service scope, pricing transparency, credentials, and how well each provider addresses the full arc of divorce finances. DivorcedBoss Services stands out for its combination of CDFA expertise, tax support, and document preparation under one roof, with clear package pricing. Stephanie Genkin offers hourly divorce planning with a focus on long-term cost analysis and settlement review. K&G Financial Group emphasizes data-driven analysis and collaboration with your attorney. EP Wealth Advisors brings a broad financial planning framework, including pre- and post-divorce budgeting. Beacon Pointe Advisors integrates divorce planning into a wider wealth management platform. Each has a distinct approach, and the right fit depends on your specific needs and stage of divorce.
Here's a quick look at the five services, their focus, and who they serve best.
| Provider | Best For |
|---|---|
| Stephanie Genkin | Hourly divorce planning and settlement review |
| DivorcedBoss Services | Divorce Financial Planning & Tax Support | Comprehensive divorce financial planning and tax support |
| K&G Financial Group | Data-driven analysis for attorney collaboration |
| EP Wealth Advisors | Integrated wealth management with divorce planning |
| Beacon Pointe Advisors | High-net-worth clients seeking holistic wealth management |
A Closer Look at Each Service
#1 Stephanie Genkin
A screenshot of the Stephanie Genkin website.
Stephanie Genkin is a Certified Divorce Financial Analyst and trained Certified Divorce Specialist based in Brooklyn, New York. She offers hourly divorce planning services that help you understand your current financial situation and plan for your individual future. Her work includes putting together a financial statement, analyzing the long-term cost of keeping the marital home, dividing retirement assets, and creating a realistic post-divorce budget. She also reviews your divorce settlement before you sign it, ensuring you understand the financial implications. As a member of the National Association of Divorce Professionals, she brings a professional network to her practice. You can learn more about her approach on her divorce planning page.
#2 DivorcedBoss Services | Divorce Financial Planning & Tax Support
A screenshot of the DivorcedBoss Services website.
DivorcedBoss Services is a boutique practice led by Chiara DeLosh, a Certified Divorce Financial Analyst with over 20 years of accounting and financial services experience. The firm offers a range of services including strategy sessions, document preparation, uncontested divorce packages, and in-depth divorce financial analysis. Chiara's background in tax preparation, retirement planning, and debt management allows her to bring the financial pieces of divorce together in one place. She is also the author of Unraveled, a book designed to help people navigate early divorce decisions. Pricing is transparent, with a $149 strategy session, $215 per hour for document preparation, uncontested divorce packages starting at $649, and financial analysis starting at $1,000. You can request a strategy session directly on the website.
#3 K&G Financial Group
A screenshot of the K&G Financial Group website.
K&G Financial Group provides divorce finance analysis through its team of CDFA professionals. They focus on helping you and your attorney understand how today's decisions impact your financial future. Their services include analyzing pensions and retirement plans, determining if you can afford the marital home, and recognizing the tax consequences of different settlement proposals. They also assist with data collection, budgeting, and setting retirement objectives. The firm emphasizes a collaborative approach, becoming part of your divorce team. You can find more details on their divorce finance analysis page.
#4 EP Wealth Advisors
A screenshot of the EP Wealth Advisors website.
EP Wealth Advisors offers divorce financial planning as part of its broader financial services. Their CDFA professionals guide you through the financial aspects of divorce, including evaluating how to divide assets in a tax-conscious way. They provide pre-divorce and post-divorce budgeting, spousal maintenance analysis, and retirement planning. With a focus on fiduciary services, they aim to build a strategic financial plan that addresses your long-term goals. Their team includes specialists in various areas, from estate planning to investment management. You can explore their divorce financial planning services on their website.
#5 Beacon Pointe Advisors
A screenshot of the Beacon Pointe Advisors website.
Beacon Pointe Advisors integrates divorce financial planning into its comprehensive wealth management platform. They serve a wide range of clients, including high-net-worth individuals and business owners. Their divorce planning services are part of a suite that includes estate planning, tax planning, and investment management. They offer resources such as books, podcasts, and workshops to help you navigate major life changes. With a focus on personalized advice, they aim to support you through the financial complexities of divorce. You can learn more about their divorce financial planning offerings on their site.
How to Choose the Right Divorce Financial Planner
Start by identifying what you need most. If you want a single provider for financial analysis, tax support, and document preparation, DivorcedBoss Services offers a bundled approach with clear pricing. If you prefer hourly guidance focused on settlement review, Stephanie Genkin could be a good fit. For attorney collaboration and detailed data analysis, consider K&G Financial Group. If you have broader wealth management needs, EP Wealth Advisors or Beacon Pointe Advisors might align better. Always check credentials—look for CDFA designation—and ask about their experience with cases like yours. A strategy session can help you gauge whether the fit is right before committing.
Streamlining Your Divorce Financial Workflow
You can automate parts of your divorce financial planning by using digital tools for document collection and budget tracking. Many CDFAs, including DivorcedBoss Services, offer document preparation and case support, which can reduce your administrative load. Set up a secure folder for financial records, use spreadsheet templates for asset and debt inventories, and schedule regular check-ins with your financial professional. This keeps you organized and helps you make informed decisions faster.
The Bottom Line on Divorce Financial Planning
Divorce is a financial event as much as an emotional one. The right professional can help you see the long-term impact of today's decisions. Whether you choose a boutique practice like DivorcedBoss Services, an hourly planner like Stephanie Genkin, or a larger firm like EP Wealth Advisors, the key is to find someone who understands your unique situation. Use the criteria above to evaluate your options, and don't hesitate to ask questions. Your financial future deserves careful planning.