Financial Planning in Divorce in Lafayette, CA

Strategic support for individuals navigating divorce in Lafayette, CA and across California.

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Trusted Divorce Financial Guidance in Lafayette

Clarity and confidence for life’s financial turning points.

Divorce in Lafayette can involve complex financial dynamics—especially when real estate, stock compensation, and long-term family goals are part of the equation. Whether you’re dividing equity in a Burton Valley home, working through RSUs from a Bay Area employer, or preparing to transition to a single-income household, we’re here to help. At Pacific Wealth Planning, we support Lafayette clients with clear, compassionate, and strategy-driven financial planning during divorce. We combine technical skill with local insight to ensure every decision reflects your values, protects your assets, and supports your future. From initial conversations to post-divorce restructuring, we’re with you at every stage.

Tailored support for Lafayette’s families and professionals.

Grounded in local values and long-term thinking.

Equity Compensation Review

Many Lafayette clients hold RSUs or stock options. We analyze vesting schedules, tax implications, and valuation to support equitable division.

Support & Budget Forecasting

Spousal and child support arrangements must be sustainable. We build clear cash flow models so you can see the future financial impact of every proposal.

Property & Real Estate Division

We evaluate home equity, mortgage obligations, and future affordability—whether you’re dealing with a Burton Valley estate or downsizing after divorce.

Retirement Plan Division

From pensions and 401(k)s to IRAs and annuities, we guide you through strategic division and long-term modeling using QDROs where applicable.

Tax-Efficient Planning

We help you understand the tax consequences of divorce—from home sales and retirement plan distributions to filing status changes.

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Divorce Planning FAQs for Lafayette

What our Lafayette clients ask most often.

  • Can you help me divide our Lafayette home in a way that supports my long-term plan?

    Yes. We assess not just the value of your home, but what each option—selling, buying out, or keeping it—means for your future budget, tax picture, and financial independence. In high-value areas like Lafayette, real estate planning is often key to your long-term security.

  • What happens if I have stock options from a Bay Area company?

    These are common in dual-income Lafayette households. We review your equity package—including RSUs, options, and ESPPs—to understand current value, vesting, and tax treatment. Then we work with you and your attorney to recommend fair, financially sound divisions.

  • I want to avoid litigation—can you help with financial clarity during mediation?

    Absolutely. We support many Lafayette clients going through collaborative divorce or mediation. Our role is to create objective, detailed financial models that make it easier for everyone to agree on sustainable terms—without court involvement.

  • Will you help me plan after the divorce is final?

    Yes. We help you take the next step with a personalized plan for cash flow, retirement, investments, and insurance. We’ll also guide you through updating your estate plan and adjusting your goals to reflect your new life stage.

  • How does working with you differ from working with a CPA or divorce attorney?

    While your attorney focuses on legal structure and your CPA handles taxes, we specialize in big-picture financial planning during divorce. We model outcomes, organize assets, and project long-term impacts so you can make clear, informed decisions—and coordinate with your other professionals as needed