Simple Asset Division is the product of a 3-year long divorce. After my attorney finally got agreement to divide our assets in half, he, the other attorney, and the judge all recommended we follow the QDRO process through one local firm to finalize asset separation. 6 months later, I was calling banks and brokerages to file forms to divide my money with my ex-spouse. The QDRO forms did nothing. Only 1 account used the QDRO letter — and charged a $600 fee for the privilege.

I realized most people need nothing like a QDRO’s level of expense or complexity. What they need is help navigating the banking system to get the right documents organized and submitted to the right place.

I have developed a simple process that reduces the timeline to submit documentation for asset submission from months to typically less than two weeks.

If you want to divide liquid assets like cash, stocks, and bonds, this may be the solution for you!

Our approach is simple:

1. The parties dividing assets agree on how to divide accounts in writing

2. Use banks and brokerages own forms

3. Ensure supporting documentation is provided

4. All parties sign electronically and submit directly to the banks

I make sure you have the right information organized correctly so things go quickly. You’ve spent enough time, energy, and money. Finish things simply.

Who am I? I have a MBA from the University of Michigan and made a career in the top names in tech, including Tesla, Amazon, and Oracle — in addition to 9 years as a pilot in the Marine Corps. I live in San Diego with my wonderful children.