Financial Clarity for a New Chapter

Divorce Financial Planning

Divorce represents more than a legal transition—it’s a financial turning point. At Utica Capital, our advisors help clients in Tulsa, Edmond, and across Oklahoma rebuild financial stability and design a clear strategy for the future.



Our Certified Divorce Financial Analyst® (CDFA) works closely with clients and their legal teams to evaluate assets, understand settlement options, and create a plan that supports your long-term independence. We help you move forward with clarity, confidence, and control over your financial path.

Helping You Move Forward with Confidence

What’s Included in Our Divorce Financial Planning Services

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Asset Division Analysis

Evaluate marital assets, investments, and debts to ensure an equitable financial settlement.

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Budget & Cash Flow Planning

Adjust your spending and saving strategy to reflect new household realities.

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Retirement & Investment Account Review

Identify and manage qualified accounts, pensions, and future income considerations.

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Tax Implications of Divorce

Understand how divorce impacts filing status, deductions, and long-term tax planning.

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Post-Divorce Financial Strategy

Rebuild your plan around personal goals, new responsibilities, and independent success.

Why Clients Choose Utica Capital

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Clients choose us because...

Utica Capital provides specialized financial guidance during one of life’s most complex transitions. Our approach blends technical expertise with compassion—because divorce planning isn’t just about dividing assets; it’s about designing a new financial foundation.


Clients choose our team because we:

  • Offer Certified Divorce Financial Analyst® expertise for fair, informed decisions.
  • Bring objectivity and clarity to emotionally charged situations.
  • Coordinate closely with attorneys, mediators, and accountants.
  • Focus on helping clients feel empowered and prepared for what’s next.
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  • When should I involve a financial planner during divorce?

    The earlier, the better. We can help you understand the financial impact of settlement proposals, protect key assets, and create a plan that supports your long-term well-being.

  • What does a Certified Divorce Financial Analyst® (CDFA) do?

    A CDFA helps you understand how decisions made during divorce will affect your future finances—including taxes, income, retirement, and investments.

  • Do you coordinate with my attorney or mediator?

    Yes. We frequently work as part of a professional team to ensure your financial interests are represented accurately and effectively.

  • Can you help after the divorce is finalized?

    Absolutely. We’ll work with you to create a new plan that focuses on stability, rebuilding, and your goals for the next stage of life.

Frequently Asked Questions About Divorce Financial Planning

Every fresh start begins with a plan.

Let’s Build Your Financial Future with Clarity