About Betty
Bringing Clarity to Complex Financial Situations
Divorce often requires major financial decisions before the full picture is clear. My work is to organize that picture, evaluate the financial issues involved, and help clients and attorneys understand the practical consequences of proposed settlement terms.
I bring more than 30 years of financial analysis experience to divorce matters, including more than 20 years as a Certified Divorce Financial Analyst®. Before focusing on divorce, I built a fiduciary, analysis-based financial planning practice centered on advice rather than product sales. That background now informs my work helping clients and attorneys understand both the immediate financial effect of proposed settlement terms and how those terms may function over time as income, taxes, liquidity needs, support obligations, and retirement timing interact.
My goal is to make complex financial information clearer, more organized, and more useful — so clients and attorneys can evaluate options with a grounded understanding of the financial consequences.
A Steady, Methodical Approach
Divorce financial analysis often begins with scattered information: account statements, tax returns, financial declarations, compensation records, pension documents, budgets, and competing interpretations of what the numbers mean.
I help organize and evaluate that information so the financial picture becomes clearer and easier to use in settlement discussions, mediation, or litigation preparation.
My work may include asset valuation, separate property tracing, pension analysis, equity compensation review, cash flow analysis, lifestyle documentation, and review of financial records for missing or unclear information.
The work is detailed, but the purpose is practical: to help identify what exists, where the financial pressure points are, and which settlement structures are financially workable.
Clarity for the Transition Ahead
Divorce is a transition, and financial stability is an essential part of what comes next.
Clients often come to me when they need help understanding the financial side of divorce: what they own, what they owe, what income is available, how support or asset division may work, and whether a proposed settlement structure is sustainable.
My role is not to replace the attorney, CPA, or financial planner. It is to provide focused divorce financial analysis that helps clients and attorneys make better-informed decisions during the divorce process.
Once the divorce is complete, clients who need ongoing financial planning or investment management can transition to another adviser. My focus remains on the financial decisions that need to be understood during divorce.
Professional Credentials & Experience
- CFP® certificant since 1989
- CDFA® certificant since 2003
- More than 30 years of financial analysis experience
- More than 20 years focused on divorce financial analysis
- Former investment adviser and financial planner
- Experience with both straightforward and financially complex divorce matters
- Practical, structured, and client-centered approach
- Based in Washington, with remote availability for select matters
Need Financial Clarity During Divorce?
I help clients and attorneys organize financial information, evaluate settlement options, and understand the long-term financial effect of proposed divorce terms.