For divorce attorneys

Our goal is to make you look good, and stay in our lane

Every family law practice runs differently. We adapt to yours, so every client you send us is a referral that reflects well on you.

Your goals

Whether a case is headed to mediation, a collaborative process, or court, our work should support your strategy, not compete with it.

Your business

We learn how you work with clients and when you want financial input, so our analysis fits your timeline instead of adding to it.

Your clients

Divorce is emotional. We follow your lead on how you talk with clients and explain the numbers in plain English, so they can decide with more confidence.

Your style

Some attorneys want us involved in every financial question. Others just want us to do our job and know they can trust us to do it right. Tell us how you like to work, and we’ll adapt.

Refer a client Call (651) 472-5577

What you can count on

Clear roles. You handle the legal side. We focus on the financial side and never give legal advice.
A second set of eyes. If anything catches our eye, like an asset worth less after taxes than it looks, we bring it to you first.
Calmer, better-informed clients. Clients who understand the numbers make decisions with less back-and-forth.
Fee-only, nothing to sell. Paid only by the client, so an introduction never looks like a sales pitch.

Some ways we can support your clients

Brian is a Certified Divorce Financial Analyst^®.

Before settlement, when it’s a fit

Answering the client’s question: “Will this settlement be enough?”
Helping identify which accounts and assets to target or protect
Comparing assets on an after-tax basis, so a larger-looking asset isn’t mistaken for a better one
Modeling the long-term impact of keeping the house, pensions vs. 401(k)s, and support ending

After settlement

Implementing the division of assets, including QDRO transfers
Updating beneficiaries and account titles
Building a single-household budget and a new investment plan

Refer a client

Brian Limborg, CFP^®, CDFA^®, 17 years as a fee-only fiduciary advisor.

We typically work with households that have $400,000 or more in investment assets, including assets received in a settlement or inheritance. If you’re unsure whether a client is a fit, just call and ask.

Please don’t include confidential client details here. We’ll gather what we need directly, with the client’s permission.

(651) 472-5577 St. Paul office, by appointment: 962 Inwood Ave N, Oakdale, MN 55128

Introduce a client or start a conversation

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