Dharma is a premium pre-divorce preparation and financial organization service.
We help you build a clear, factual picture of your finances:
what exists, where it is, and what’s missing.
Your final product is a cleanly organized financial picture.
★ A complete, factual inventory of accounts, assets,
debts, income and expenses ★
★ A compilation of “missing items” to discuss with your attorney ★
★ One organized, secure digital folder system
instead of scattered paperwork ★
How It Works
Four calm, simple steps from scattered paperwork to an organized financial picture you can share with the attorney you choose.
1. Book a free 15-minute call
We confirm fit, timing and the right level of support. There is no pressure, and you do not share sensitive financial information on this call.
2. Get your secure portal
You receive a private, encrypted upload space and a checklist tailored to your situation. We never collect financial documents through website forms or email.
3. We organize together
Depending on your package, you gather and we organize, or we do the heavy lifting for you.
4. Receive your Financial Preparation Package
A clean, indexed package of your financial information that you can share with the attorney you select.
What Dharma does, and does not do
What Dharma does: gather, organize, index and summarize the facts you provide, identify missing records, and teach general concepts.
What Dharma does not do: give legal, tax or investment advice, classify assets as marital or separate, value a business, prepare or file court forms (including the Domestic Relations Financial Affidavit), negotiate, recommend settlement positions, or investigate a spouse.