Divorce can be emotionally and financially devastating. However, it can also be a time of hope—an opportunity to establish a solid financial foundation as you embark on the next chapter of your life. Your success depends on the steps you take to secure, build and protect your worth—both net worth and self-worth.
To achieve the best divorce settlement possible, a woman needs a financial
advocate. She needs someone with extensive financial and strategic
experience. She needs someone who has experienced divorce firsthand—
who not only understands the financial complexities, but who can help her
clients manage the intense feelings that threaten sound financial and logistical
decisions. A woman deserves someone who will fight for her financial well-
being throughout the entire divorce process, and then equip her with the tools
to manage her financial future for years to come.
I know this because I have been there. Now, it is my passion to help other women who are facing similar circumstances. I am their financial strategist and divorce concierge.
Like many divorces, mine was not a pleasant one. In addition to coping with remorse, I had to face the financial complexity of my divorce. Despite my years of experience as a corporate finance analyst and private equity investor, I was taken aback by the endless sea of data, the realization that my lawyer was not a financial expert and the reality that my former advocate was now my adversary.
I had come to a fork in the road and knew I had to make a choice: I could
succumb to these challenging circumstances, or I could take back control and
embrace the beautiful possibilities that my new life presented. The opportunity
cost of choosing the former over the latter would be too great, and failure was
not an option.
So, I rolled up my sleeves and assumed the familiar roles of forensic accountant and financial analyst. I developed a strategic plan that would ensure both an equitable settlement and a solid financial foundation—a foundation upon which I could rebuild my net worth, as well as my self-worth.
Now, it is my passion to help other women who are facing similar circumstances. I am their financial strategist and divorce concierge.
Out of adversity, a beautiful life and career was born.
I strongly believe that life is a journey and though we inevitably encounter obstacles along the way, every experience is a blessing. Challenges not only make us stronger, but also bring us that much closer to living the life we were meant to live.
With the right foundation, the possibilities are endless!
Using her deep financial and analytical abilities [drawn] from years analyzing private equity deals, Steph Wagner is becoming the Secret Agent for newly divorced women. She's a TOTAL force of nature and I know a movie will be made about her one day. I am in awe of the way Steph rolls up her sleeves, models out my financial picture in spreadsheets and explains it [all] to me. [She] looks at every possible scenario and builds financial strategies to make sure I am not left with [the] short end of the settlement.”
Amanda Steinberg, Founder of DailyWorth.com, New York, NY
My divorce attorney told me, “Every client should have a Steph." Steph Wagner is a gift to women going through what is likely the most difficult step in their own process of evolution. Every woman experiencing a divorce would benefit from [Steph’s] strategic financial skills, intelligence and emotional support. Her accessibility goes above any level of service I have experienced. Her approach is comprehensive—assisting from all angles. She has helped me in creating a pathway to security, strength and peace of mind. Steph was my advocate: She took on my complicated divorce and through her extensive forensic accounting skills and strategic abilities saved me time and money, beyond what any attorney could. With confidence, I endorse Steph as my Brilliant Divorce Concierge! She is one of a kind!!
Claire Murrey, San Diego, CA
Steph could have saved me tens of thousands of dollars in forensic accounting fees had I used her expertise during my divorce. Her eagle eye vision for "the small print" and years of financial experience enabled me to navigate a financial maze post-divorce. Steph has helped me establish a budget, trim unnecessary expenses and taught me how to set attainable short and long-term financial goals through various investment opportunities. Dedicated to her clients' financial health, Steph has empowered me with confidence and a can-do attitude as I become the CFO of my new life...and THAT is priceless!
Shannon Johnson, Dallas, TX
Steph Wagner’s vast financial aptitude, strategic and analytical experience and comprehensive understanding of the complexities women face during and after divorce have allowed her to become a thought leader on women facing financial transition.
With more than a decade of experience as a corporate finance analyst and private equity investor, Steph possesses an exceptional quantitative skillset and meticulous attention to detail. She also has extensive experience in asset valuation (including, but not limited to: private businesses and real estate), due diligence, financial modeling and forecasting, debt restructuring and strategic development.
Steph helps women across the country secure equitable distribution in marriage dissolution. She then helps them establish a solid financial foundation, take charge of their financial well-being and fully realize the profound impact that money can have on the next chapter of their lives.
Steph is a graduate of The University of Southern California Marshall School of Business; author of the forthcoming book, Girl+Wise: Become the CFO of Your Life!; member of the Institute of Divorce Financial Analysts and Association of Divorce Financial Planners; regular contributor to many national online publications, such as DailyWorth and The Huffington Post; and most importantly, CMO—Chief Mommy Officer—to her three sons.