Divorce Financial Planning

A Thoughtful Approach to Divorce Planning

Divorce can feel like everything is in motion at once. Questions come quickly, decisions feel heavy, and it’s not always clear where to start. At the same time, the financial choices made during this period can shape your life for years to come. Navigating those decisions thoughtfully is just as important as resolving the legal process itself.

At True Alpha Wealth Management, we focus on helping clients understand their financial picture during divorce, so choices are made with awareness and care.

Managing Partner, Tessa Steinemann, CDFA®, CFP®, is a Certified Divorce Financial Analyst® (CDFA®), a designation focused specifically on the financial complexities of divorce.

This specialization allows us to provide detailed analysis and clear documentation that supports informed decision-making and can be shared with attorneys, mediators, and the court when appropriate.

Our Services Include:

Analyzing marital assets and liabilities
Reviewing settlement proposals before agreements are finalized
Evaluating long-term outcomes of different divorce scenarios
Helping clients understand how divorce impacts taxes, cash flow, and future planning
Preparing financial summaries and exhibits for mediation or court
Analyzing the future value and division of investment accounts, including assets earned during the marriage

How We Help During Divorce

Our divorce financial planning services are designed to support informed decision-making throughout the divorce process.

This work often includes:

Reviewing marital assets, liabilities, and financial documents
Organizing financial information for attorney or mediator discussions
Analyzing settlement options and long-term outcomes under different scenarios
Preparing financial summaries and analysis that may be used in mediation or court
Evaluating cash flow needs during and after divorce
Reviewing investment accounts and assets earned during the marriage
Helping clients understand the tax and planning implications of key decisions

We frequently collaborate with divorce attorneys, mediators, and accountants to ensure everyone is working from the same financial understanding.

Divorce Strategy Session

If you are considering divorce, currently going through the process, or adjusting after a divorce, a Divorce Guidance Session provides an opportunity to understand your financial picture and talk through important considerations at any stage.

This session may include:

Reviewing your current financial situation
Discussing questions or concerns you want to address
Identifying issues that deserve closer attention
Understanding the implications of different decisions

There is no obligation or pressure — just an opportunity to gain perspective before moving forward.

Schedule Here

Serving Northern Ohio & Beyond

True Alpha Wealth Management works with clients throughout Sandusky, Huron, Catawba, Port Clinton, Vermilion, Toledo, and the surrounding Ohio lakeshore, as well as clients nationwide.