Creating Fair & Equitable Outcomes
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Creating the Financial AGReement

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Creating Your Comprehensive Financial Plan

Money and finances are among the most emotionally difficult topics in any divorce. When combined with the stress, conflict, and uncertainty that often accompany the divorce process, these financial conversations can feel overwhelming.
At DMS, we simplify and support this part of your journey by integrating the expertise of Certified Divorce Mediators with Certified Divorce Financial Analysts (CDFAs). Together, this collaborative team guides both parties through the financial decision-making process, helping you evaluate your options based on the financial principles and precedents recognized within Pennsylvania Divorce Cases.
Our goal is to help you craft a Fair, Informed, and Mutually Agreed-Upon Financial Plan—One that reflects your unique circumstances, protects both parties’ long-term interests, and ensures that everyone feels heard, understood, and respected.

How We Support You in Creating a Fair & Complete Financial Plan
  • Tax implications of property division and how to arrive at the best tax situation.
  • Identifying the short and long-term effects of dividing property.
  • Integrating tax issues within the division of assets and liabilities.
  • Analyzing pension and retirement plans to advise on the best scenario of assigning assets.
  • Evaluating the costs with keeping or selling the matrimonial home.
  • Developing economically feasible plans for residences.
  • Evaluating the client’s insurance needs post-divorce.
  • Planning post-divorce financial portfolios incorporating inflation and rates of return projections.
  • Bringing an innovative and creative approach to settling cases based on financial realities.
A Process That Brings Clarity & Confidence
At DMS, we believe that financial decisions during divorce should never be guesswork or driven by fear. Our structured, supportive process ensures that:
  • Both parties understand their full financial picture
  • Every option is explained clearly and neutrally
  • Decisions are based on financial logic, not conflict
  • The final plan meets the standards of fairness, feasibility, and long-term stability

Testimonials

Glory Baines
Productive mediation session that allowed us to make decisions on important topics in our divorce process. We ended up at the same place we would have in the end without having to spend thousands of dollars and months of deliberations.
Guiatano Ambro
Positive experience and would recommend this process for people going through a similar situation. Professional and efficient and we achieved what was required at a fraction of the time and expense of traditional routes of divorce.

Contact Us

Phone
888-468-7681
Location
923 Brookside Rd, Allentown, PA 18106
Our hours
Mon - Fri: 10:00am - 7:00pmSat - Sun: Closed
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