Settlement analysis, QDROs, tax filing status, splitting retirement accounts, and rebuilding a budget on your own: divorce brings a wave of financial decisions on top of an already difficult time. Checkpoint Planning helps you see the full picture clearly, and independently of the emotion of the moment.
The Divorce Financial Checkpoint Guide: what to understand before you sign a settlement. Plus an invitation to a free, confidential Where We Begin session.
Every conversation is confidential. Your information is never sold. No obligation.
Your attorney handles the legal process. Checkpoint Planning helps you understand what the numbers actually mean for your life afterward.
Understanding the real, after-tax value of a proposed settlement, not just the headline number.
How 401(k)s, pensions, and IRAs are divided, and the tax rules that apply to each.
Filing status changes, support payment tax treatment, and capital gains on any assets that are sold or transferred.
Rebuilding a realistic cash flow plan for a single household, often on a single income.
Updating life insurance, health coverage, and beneficiary designations that often get missed after a divorce is final.
Working alongside your divorce attorney so financial and legal decisions are aligned, not made in isolation.
A clear-eyed guide to the financial questions worth asking before you finalize a settlement, and the ones to revisit in the year after.
Free, confidential 45-minute clarity session.
Stabilize cash flow, insurance, and beneficiary designations.
A plan built around your settlement and new household budget.
QDRO execution, account splits, and document updates.
Ongoing reviews as your new chapter takes shape.
Scott helps people rebuild a clear, independent financial plan during and after divorce. As a fiduciary, he works only for you, never for an attorney, a bank, or a product manufacturer.
"One checkpoint at a time."
Based in Orange County, California, serving clients across the United States via video conference and the Checkpoint Planning Client Portal.
No. We work alongside your attorney, focused on the financial implications of your settlement, not the legal process itself.
Yes. Understanding the real financial impact of a proposed settlement is one of the most common reasons clients reach out before finalizing.
Yes. Everything discussed in a Where We Begin session and any engagement afterward is confidential.
That's a common starting point. We build the plan from the ground up, in plain language, at a pace that works for you.
Get the free guide, then schedule your complimentary, confidential Where We Begin session whenever you're ready.
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