Financial · VennBoard for Financial Planners
Rebuild the financial life. From the right starting point.
The day after the divorce is final, two new financial lives begin. VennBoard gives financial planners a clean handoff from the divorce — assets, liabilities, settlement terms — and a planning workspace that picks up where the case left off.
Financial Planner on a matter
Financial Planner / Wealth Advisor
- Receive the post-divorce balance sheet directly from the matter
- Build a new financial plan around updated cash flow, retirement, and goals
- Manage investment-portfolio reallocation post-settlement
- Coordinate with the CPA and estate-planning attorney for integrated planning
- Audit log: every action timestamped & exportable
Jobs to be done
What a Financial Planner actually does — on VennBoard.
- Receive the post-divorce balance sheet directly from the matter.
- Build a new financial plan around updated cash flow, retirement, and goals.
- Manage investment-portfolio reallocation post-settlement.
- Coordinate with the CPA and estate-planning attorney for integrated planning.
- Track the client over time with periodic reviews and updates.
Documents you’ll touch
The artifacts the work produces.
Each lives on the matter, with audit-graded provenance, version control, and exportable records.
Tools that fit your role
What VennBoard gives a Financial Planner.
Settlement Hand-Off
Balance sheet straight from the matter.
Goal-Based Planning
Built for the new normal.
Cross-Pro Coordination
CPA, estate, recovery coach in one workspace.
Periodic Review
Clients stay engaged year over year.
Works alongside
The other professionals on the matter.
VennBoard is built so every role on a divorce case can collaborate on one workspace, with the right scope. Here’s who you’ll most often coordinate with.