ABOUT
Divorce happens. Sometimes it’s ugly, and sometimes it’s amicable.
In either case, services of a financial expert are often critical. We sort out the parts and pieces, the needs and the resources, the assets and debts, the present and future tax implications, and provide analysis and data to help clients and their attorneys reach fair and equitable solutions.
DANA MCCAULLEY
Dana McCaulley is a former CPA with decades of experience, both as owner of her own practice, and as a tax manager with Deloitte. With a thirst for helping others with her expertise, and with her own divorce far in the rear-view mirror, she has now become a CDFA®️, Certified Divorce Financial Analyst, to help clients throughout Orange County divvy up their divorce assets efficiently, equitably and confidently.
RESPECTFUL
Our collaborative approach focuses on understanding each client's needs, interests concerns, and goals.
PROFESSIONAL
We are transparent every step of the way. We are knowledgeable and always keep up to date on the latest regulations.
DISCRETE
Our client's problems and finances are kept quiet and confidential.
FRIENDLY
We know our clients are going through difficult times and in need of an ally. We are here to make this process go as smoothly as possible, with some kindness along the way.
DEPENDABLE
We offer efficient, reliable, and customizable service to our clients. You can count on us.
RESOURCEFUL
Discovery is part of the divorce process. We make every effort to make sure every asset is reviewed.
"DivEquity helped us immensely and thereby reduced the stress of the divorce. As a CDFA, Ms. McCaulley understood how to apply the different sources of money that made up the assets. This gave us clarity so we could focus on making decisions that would support a fair and equitable solution. Her data allowed us to come to an agreement.
My lawyer was profoundly ignorant at calculating what was fair…..so glad I found Dana, and paid out $100k LESS due to her proper calculations. I highly recommend her services to anyone going thru a divorce. DivEquity was the bright shining star in my divorce procedure. Thanks to you, Ms. McCaulley."
~ Marie D, CA