The end of a marriage is also the beginning of a financial life of your own.
(who we serve)
For the person making a hundred small decisions in the middle of one enormous one.
Divorce comes with a language of its own — QDROs, basis tracking, spousal maintenance - and suddenly even financially savvy people find themselves overwhelmed by deadlines and documents.
We work alongside your attorney modeling every scenario and translating the numbers into plain language: not just what you can afford today, but what each choice means for your life five, ten, twenty years from now.
We work alongside your attorney modeling every scenario and translating the numbers into plain language: not just what you can afford today, but what each choice means for your life five, ten, twenty years from now.
(How we work)
Three phases. One steady hand.
Most of our clients come to us after the conversation about divorce has become real, but before settlement negotiations begin in earnest. The earlier we can model the picture, the more leverage you have at the table, and the fewer surprises after.
(before)
Meetings 1-2
Discovery
We start by listening, to where you are and what you need. Then, together, we gather the full financial picture, piece by piece.
(During)
Meetings 3-5
Mediation Support
We build a plan for the life ahead of you, weighing your options and the assets that matter most. So you reach mediation confident and informed.
(After)
Ongoing
Implementing the plan
Mediation is the turning point, not the finish. We put the plan to work for your new life, and stay close for as long as you need us.
(How we work)
Meet Nearside. Small by design, close by nature.
We built Nearside to stay small, so working with us never feels like working with a firm. The people looking after your money know your name, your family, the things you're hoping for and the ones you quietly worry about. They understand your life, not just your balance sheet. Big enough to handle whatever comes. Small enough that you'll never be handed off.
(What we cover)
The financial side of divorce is complicated. We make it less so.
01.
Marital balance sheet
A clear view of every account, asset, debt, and beneficiary.
02.
Tax-aware asset division
Because a $500K Roth is not a $500K brokerage account.
03.
The house question
Should you keep it, sell it, or buy your spouse out
04.
Settlement payout modeling
Present-value analysis of a settlement paid out over time.
05.
Child tax benefits
Who claims the kids at tax time, and how much that can save you.
06.
Equity, stock options, RSUs
Vesting schedules, concentration risk, and post-divorce strategy.
07.
Estate & insurance reset
New beneficiaries, new wills, new powers of attorney.
08.
Cash flow for the next chapter
A year-one budget grounded in your actual new life, not a guess.
(FAQ)
Frequently Asked Questions
Do I need a financial advisor before my divorce is finalized?
Yes. Having a clear financial plan before your divorce is finalized makes mediation day far less painful. You're making informed, well-thought-out decisions, weighing the pros and cons, rather than reacting from a position where you don't yet understand them. That said, we're happy to meet you wherever you are in the process.
What financial documents should I gather before we meet?
We can start with whatever you have, but recent investment and bank statements and a tax return are a great starting point. There will be more to come, but those documents give us a good first look at the pieces that make up your marital estate and your future cash flow.
How do you charge for divorce planning?
Our divorce planning comes at no cost to you. Divorce is expensive enough, and our aim is simply to help you through it with clarity and a steady hand. It also gives us time to get to know each other, with no pressure either way. If it feels like a good fit, we'd be glad to stay on as your financial advisor once the divorce is final, for the chapter that comes next. If not, you'll still have had the support you needed when it mattered most.
Will you work with my attorney and other professionals?
Yes, divorce planning is rarely a solo effort. We frequently collaborate with attorneys, mediators, accountants, valuation experts, and others, so your financial decisions stay coordinated and aligned with your long-term goals.
