Financial separation & marital dissolution
Divorce is difficult—financial separation doesn’t have to be. Meridian brings structure, discretion, and long-term planning to help you move forward with clarity.
Stage One
Asset inventory & separation
We organize legal documents, coordinate asset transfers, and ensure compliance with agreements.
Stage Two
Organization & planning
We develop your independent financial plan, establish new accounts, and set up systems for security and control.
Stage Three
Ongoing financial oversight
We manage budgeting, vendor coordination, reporting, tax compliance, and daily household finances to support your next chapter.
38 Keyes Avenue #200 San Francisco, CA 94129 
Monday - Friday 9 a.m. - 5 p.m PST