At New Foundation Wealth Group our goal is to support people through the financial challenges that a divorce brings, offering a broad range of services. As a Certified Divorce Financial Analyst (CDFA), Nancy collaborates with attorneys and other trusted advisors to help clients through their financial unknowns. She brings a personal perspective to the divorce financial planning process, having experienced a divorce early in her career as a financial planner.


With divorce support financial planning at New Foundation Wealth Group you can expect to achieve the following:

  • Update household net worth statement to see the full picture
  • Develop a plan for the equitable division of assets
  • Complete the steps for pension splitting
  • Access to an expert witness at trial, if necessary
  • Create a safe money strategy to plan for monthly income and expenses
  • Outline and prioritize new independent financial desires and goals
  • Develop a personal income plan to map out future goals, including education and retirement spending
  • Explore tax considerations, implementing tax-efficient solutions where possible
  • Make adjustments to investments based on risk tolerance and income needs
  • Grow knowledge and financial literacy through additional learning opportunities