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1900 S. Norfolk St, Suite 350, San Mateo, CA 94403

650.980.5001
josh@balancedapproach.com

Divorce Financial Planning


Divorce is one of life’s most emotionally and financially complex transitions. At Balanced Approach Wealth Management, we specialize in divorce financial planning that helps you make informed, confident decisions before, during, and after divorce. Whether you're in the early stages of considering separation or finalizing your divorce settlement, we’re here to provide personalized, strategic financial guidance.

Our Divorce Financial Planning Services

Pre-Divorce Planning & “What to Expect” Financial Scenarios

Gain clarity about your current financial position and explore how divorce may affect your future. We offer:

  • Detailed review of assets, liabilities, and income
  • Financial priority and goal-setting
  • Impact analysis of potential divorce outcomes (short- and long-term)

Settlement Support & “What-If” Scenario Analysis

Collaborate with our team to understand and evaluate settlement options. Services include:

  • Comparative analysis of proposed divorce settlements
  • Division analysis of real estate, investments, RSUs, stock options, pensions, and retirement plans
  • Tax projections and housing affordability assessment
  • Child and spousal support planning
  • Help with the preparation of court-mandated financial disclosures

Post-Divorce Financial Planning & Investment Management

After your divorce is finalized, we help you rebuild and realign your financial life:

  • Cash flow organization and asset planning
  • Customized investment strategies
  • Estate plan updates, retirement plan rollovers, and insurance review
  • Long-term financial goal planning (retirement, education, legacy)

Why Work with Us?

Natalia Koritskaya is ready to navigate the financial complexities of divorce with both precision and empathy.

Whether you’re looking for a financial neutral to facilitate informed discussions with your spouse or a financial advisor to support your attorney in settlement negotiations, our mission is to help you make confident, well-informed decisions that support your future goals—and give you the financial guidance you need to move forward.