Divorce Financial Planner for Mediators

Model Settlement Scenarios With Clients in Session

Most mediators walk into sessions hoping the parties will arrive with a shared understanding of their financial picture. They rarely do.

One spouse has been managing the finances for years. The other has not seen a tax return in a decade. Both are emotionally reactive. Neither has a clear sense of what a fair settlement actually looks like in numbers. The mediator facilitates conversation while privately doing financial math in their head that neither party can follow.

The Divorce Financial Planner changes that dynamic entirely.

Built by Alison Hall, a Certified Divorce Financial Analyst and practicing financial mediator with more than 25 years of experience, this tool was designed specifically for the mediation context. Not as a replacement for professional judgment — as a neutral, transparent financial modeling platform that puts the numbers on the screen where everyone in the room can see them, understand them, and respond to them without the conversation becoming a debate about whose math is right.

When both parties can see the same financial model updating in real time, the conversation shifts from argument to problem solving. Sessions resolve faster. Agreements hold. Outcomes are more equitable because they are grounded in financial reality rather than assumption.

The Mediator Pro License

The Mediator Pro license is the professional tier of the Divorce Financial Planner, built specifically for mediators, CDFAs, and family law professionals who work with clients on financial settlement decisions.

It includes everything in the consumer tool — twelve financial calculators covering every major asset class and financial decision in a divorce — plus a suite of features designed for professional practice management and client-facing use.

Client case management

Save every client engagement as a named case. Load it at the start of each session with all inputs restored exactly as you left them. Return to cases across multiple sessions without re-entering data. Rename, duplicate, or delete cases as your caseload changes. Your entire client portfolio accessible from one screen.

Presentation mode

One click hides all input fields and navigation elements, leaving only the results visible on screen. Designed for screen sharing during mediation sessions — your clients see the financial outcomes clearly without seeing the mechanics behind them. Toggle back to input mode instantly when you need to adjust an assumption or model a different scenario.

The Twelve Calculators

The Divorce Financial Planner covers every financial dimension of a divorce settlement in a single guided flow. Your clients answer intake questions at the start and the tool shows only the calculators relevant to their situation — no irrelevant screens, no confusion.

Asset and debt division with adjustable split slider. Home decision analysis including refinance affordability, debt-to-income ratio, and net sale proceeds. Spousal support estimator with state-specific guidelines for eight states. Retirement and QDRO analysis covering 401k, IRA, defined benefit pension, and military pension. Social Security divorced spouse benefit analyzer. Federal and state tax filing impact. Liquid versus illiquid asset tradeoff. Business valuation using earnings-based multiples by business type. Post-divorce budget builder for single-income household modeling. Rental property scenario analyzer covering five options. Life insurance needs calculator. Debt responsibility and credit impact model.

Every calculator updates in real time as inputs change. Every result is presented in plain language accessible to clients who are not financially sophisticated. Every summary screen includes the data vintage so clients know the underlying guidelines are current.

Who the Mediator Pro License Is For

The Mediator Pro license is built for practicing mediators, Certified Divorce Financial Analysts, family law attorneys who facilitate settlement negotiations, and HR professionals who handle workplace dispute resolution with financial components.

It is the right tool if you regularly work with clients who need financial clarity before they can make settlement decisions. If you find sessions stalling because parties cannot agree on the numbers. If you want a neutral third-party financial model that neither spouse can accuse of favoring the other. If you are looking for a way to differentiate your practice with a professional-grade financial tool that most of your peers do not have.

It is not the right tool if you are looking for court-document generation, child support calculation, or case management software that handles scheduling, billing, and communication. For full practice management the Divorce Financial Planner works alongside platforms like ADR Notable rather than replacing them.

Built by a Practicing Mediator and CDFA

The Divorce Financial Planner was built by Alison Hall — not a software company that hired financial consultants, but a Certified Divorce Financial Analyst and financial mediator who built the tool she wished existed when working with clients.

With more than 25 years of experience spanning financial planning, real estate advisory, tax strategy, and divorce mediation, Alison brings a perspective that is rare in this space: she understands both the financial complexity of divorce settlements and the human dynamics of the mediation room. The tool reflects both.

Every calculator is reviewed and updated annually against current IRS guidelines, state family codes, and professional standards. The data vintage is displayed transparently in every summary. When you use the Divorce Financial Planner with clients you are using a maintained, professionally credible tool — not a static calculator that was built once and forgotten.

Founding Member Rate — Limited Availability

The Mediator Pro license is currently available at a founding member rate for the first 25 licenses. Founding members receive lifetime access at a one-time price with no annual renewal — ever. After the first 25 licenses the standard rate is $497 per year.This is not a marketing tactic. The founding member rate

exists because the professional mediator community will shape how this tool develops. The first 25 license holders will have direct input into new calculators, state guideline coverage, and workflow features. Their feedback will be heard and acted on. The founding rate reflects that relationship.

Standard annual license: $497/year. Founding member rate is a one-time payment. No renewals.

The Consumer Tool

Do your clients need to model their own scenarios independently before or between sessions?

The consumer version of the Divorce Financial Planner is available to individuals at $147 — the same twelve calculators in a guided self-serve flow, without the case management and presentation features of the Mediator Pro license. Many mediators share the consumer tool with clients as a preparation resource before sessions begin, so both parties arrive with a baseline financial understanding rather than starting from zero.

FAQ

How is the Mediator Pro license different from the consumer tool?

The consumer tool gives individuals access to all twelve calculators in a guided self-serve flow. The Mediator Pro license adds client case management and presentation mode for screen sharing with clients. It is designed for professional use across multiple client engagements rather than a single personal analysis.

Can I use this tool in session with clients on screen?

Yes — presentation mode is designed specifically for this use case. One click hides all input fields and shows only results, optimized for screen sharing via Zoom, Teams, or in-person display. You can toggle back to input mode instantly to adjust assumptions or model a different scenario in response to what comes up in the session.

Is the data current and legally accurate?

The tool uses current federal tax data, state-specific spousal support guidelines for eight states, and standard financial formulas reviewed annually each January. The data vintage — the date the underlying data was last verified — is displayed in every summary. The tool is not a substitute for legal advice and does not generate court documents, but the financial modeling reflects current law and current professional standards.

How many client cases can I save?

There is no limit on the number of saved cases under the Mediator Pro license. Cases are stored in your browser and organized by client name and date last modified.

What happens to my cases if I cancel the annual license?

Founding member licenses do not expire — there is nothing to cancel. Annual license holders retain access to their saved cases for 30 days after cancellation to allow for data export before access closes.

Does this replace practice management software like ADR Notable?

No — it complements it. The Divorce Financial Planner handles financial modeling and settlement scenario analysis. Practice management platforms handle case notes, scheduling, billing, document management, and client communication. The two tools serve different parts of the mediation workflow and work well together.

Is there a free trial?

There is no free trial for the Mediator Pro license, but the Divorce Financial Snapshot — a free five-calculator version of the tool — is available at mindmoneydivorce.com. It gives you a clear sense of the tool's approach and quality before committing to the professional license.

Your clients deserve to make settlement decisions based on financial reality, not assumption. The Divorce Financial Planner gives them that clarity — and gives you the professional tool to deliver it.

Twelve calculators. Client case management. Presentation mode. Built by a CDFA and mediator who has sat in the same room you sit in every day.

Questions about the professional license? Contact us at connect@whitehallmediation.com