Getting started

  • When should I bring myRock in?

    Earlier than most people do. The best time is before a settlement is on the table, when we can still shape what's proposed rather than analyze what's already been agreed. That said, we're often brought in mid-negotiation, and sometimes after the decree — none of those are too late, they just change what we can do. If you're only considering divorce and haven't told anyone, that's a legitimate time to call. The conversation is private and there's no obligation.

  • Who do you work with?

    People at every stage of ending a marriage: considering divorce, separated, actively in the process, or rebuilding afterward.

  • I'm not good with finances at all. Will you help me understand all this?

    Yes, and you’re far from alone. In many marriages one spouse handles the finances, so it’s completely normal for this to feel unfamiliar. Alison spent her career in financial planning and still found her own divorce overwhelming. We go at your pace, in plain language, and keep explaining until everything makes sense to you. You should never sign something you don’t understand. 

  • Do you meet virtually?

    Yes — by Zoom, phone, or in person, whichever suits your schedule and your privacy. You can book directly through our online calendar.

Working together

  • Will you talk to my attorney and the rest of my team?

    Yes, with your written permission, and it can reduce the time your attorney spends, and bills you for, on gathering financial information. We handle that work and hand it over ready to use. We can also share the secure portal with your attorney, CPA, or mediator so you're not sending the same documents to four people. We provide the financial analysis; your attorney handles the law.

  • How do you invest?

    During the divorce, we don’t make changes to your investments. The focus is on understanding what you have and what each settlement option means for you. Once the divorce is final, you’re starting a new financial plan with new goals and objectives, and that’s when we look at your investments. Divorce changes your timeline, your income, and often your tolerance for risk, so we start from your new situation rather than adjusting the old plan. That usually means a clear allocation you understand, low costs, and a schedule of reviews as your circumstances settle. 

Fees and standards

  • How do you charge?

    Flat-fee planning, hourly consulting, and asset-based fees. After your discovering meeting you'll receive a written agreement with the exact structure for your case.

  • Do you act as a fiduciary?

    Yes. When we provide financial planning and investment advice, we act as fiduciaries, which means we’re required to put your interests ahead of our own. We’ll confirm in your written agreement exactly which services we’re providing and the standard that applies.