Divorce Transition Mentors

What Divorce Transition Mentors does

Divorce Transition Mentors is a founder-led professional services firm established in 2018 by Heather Steer in Carlsbad, California, providing divorce financial planning, mediation support, and coaching to individuals before, during, and after divorce. The firm operates on a fee-only basis, explicitly disclaiming provision of legal advice, and sells its services to two segments: individual consumers navigating divorce and family law attorneys seeking specialized financial support for their clients.

Core offerings are organized around three pillars — Mediation Support (document gathering and organization, financial analysis of settlement options, meeting agenda preparation, in-meeting advocacy), Attorney Support (financial disclosures, separate property tracing, maintenance buyout calculations), and Financial Empowerment Coaching (budgeting, post-divorce banking transitions, overcoming financial decision-making barriers). These are complemented by modular services including Document Gathering and Organizing, Divorce Meeting and Communication Support, Budget Analysis, and Special Project Consulting.

There is no proprietary technology platform; service delivery relies entirely on the founder's professional credentials — Certified Divorce Financial Analyst (CDFA), Certified Divorce Coach (CDC), CPA-Inactive, and Financial Coach Academy accreditation — combined with her personal divorce experience. The firm operates with 2-5 personnel (founder plus referral partners), targets primarily California-based clients, and acquires customers through a mix of content marketing, email newsletter, podcast appearances, referral partnerships, and free initial consultations booked through Acuity Scheduling. No external funding, institutional ownership, or scale-stage signals are present in the data.

Name

Divorce Transition Mentors

Legal name

Divorce Transition Mentors

Website

https://divorcetransitionmentors.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Divorce Transition Mentors is a Carlsbad, CA-based, fee-only professional services firm founded in 2018 by Heather Steer, providing divorce financial planning, mediation support, and coaching to individuals navigating divorce and to family law attorneys seeking specialized client financial support.

Ownership category

akta.pro rank

Headquarters

HQ city

Carlsbad

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations, Others

Revenue model

1. Professional Services - Mediation Support: Divorce financial planning and mediation support services provided on a fee-only basis. Services include document gathering, financial analysis, meeting support, and settlement option analysis.
2. Attorney Support Services: Supporting attorneys with client financial disclosures, property tracing, maintenance buyout calculations, and client education on settlement options.
3. Financial Empowerment Coaching: Coaching programs to help clients form and achieve financial goals, including budget planning, overcoming money blocks, and post-divorce financial transitions.
4. Special Project Consulting: Hourly or project-based consulting for specific divorce-related tasks such as separate property tracing, discovery organization, and post-divorce account transitions.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels5 records

Core offering

Divorce Transition Mentors provides fee-only divorce mediation support, attorney-facing financial support, and financial empowerment coaching for individuals navigating divorce. Core deliverables include document gathering and organization, financial analysis of settlement options, meeting agenda preparation and attendance, client financial disclosures, separate property tracing, maintenance buyout calculations, and post-divorce budgeting and banking transition coaching.

Product overview

Divorce Transition Mentors offers a unified service offering centered on divorce mediation support and financial coaching. The core services include Mediation Support, Attorney Support, and Financial Empowerment Coaching. These are supplemented by specialized service modules including Document Gathering and Organizing, Divorce Meeting and Communication Support, Budget Analysis, and Special Project Consulting. The company is led by founder Heather Steer, a Certified Divorce Financial Analyst (CDFA), Certified Divorce Coach (CDC), and CPA-Inactive, who founded the company in 2018 following her own divorce experience.

Differentiator

Problem solved

Functional benefit

Products and services

• Mediation Support

Quantifiable outcome

• Saves clients thousands of dollars through creative asset division and reduced attorney time
• +1 more outcomes

Named customers2 records

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Six partnerships are on record, tiered minor and core.

• Hera Herald / Hera HubminorGTM or Marketing Partner · 1 February 2020Featured profile article in Hera Herald titled 'Divorce Transition Advisor, Heather Steer, Uses Personal Experience to Help Client's Thrive' providing media exposure and credibility through the Hera Hub women's business network.
• Transformation Talk RadiominorGTM or Marketing Partner · 8 April 2019Heather Steer appeared as a featured guest speaker on Transformation Talk Radio discussing divorce preparation tips. The show 'Two to You: Thriving After Divorce' helped establish thought leadership and reach new potential clients through podcast/multi media exposure.
• Sara LoosminorGTM or Marketing Partner · 1 February 2019Sara Loos is a gifted holistic healer, empowerment coach, and divorce mentor who refers clients to Divorce Transition Mentors. She is featured on the website's referrals page, indicating an informal referral partnership. Contact: 1-800-257-4754, [email protected].
• Financial Coach AcademyminorOthersAccreditation logo displayed on website. The firm is an Accredited Business in Association with Financial Coach Academy, indicating completion of their training program and adherence to their standards.
• Institute DFA (Institute for Divorce Financial Analysts)coreOthersAccreditation logo displayed. CDFA certification is earned through IDFA, making this a core credentialing partnership for the firm's primary service offering.
• Certified Divorce Coach (CDC) AssociationcoreOthersAccreditation logo displayed. CDC certification provides the firm with divorce coaching credentials, a core part of their service offering.

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Others

• Financial Coach Academy: Training and accreditation body for financial coaches; Divorce Transition Mentors displays its accreditation logo and is identified as an Accredited Business. Comparable as an ecosystem partner and as a producer of overlapping financial coaching methodologies.

Direct peers

• XY Planning Network: Network of fee-only financial planners, including members who specialize in divorce and life-transition planning. Comparable in fee-only positioning, target client (Gen X/Y individuals navigating major life events), and reliance on CFP/CDFA-style credentials.
• WealthKeel: Fee-only financial planning firm that publishes content and services around life transitions including divorce. Comparable in fee-only model, individual-client focus, and use of CFP-designated advisors providing divorce-related planning.
• Wiser Wealth Management: Fee-only financial planning firm with a published practice in divorce financial planning. Comparable in fee-only model, credentialed advisors, and offering of settlement analysis, budgeting, and post-divorce financial transitions.
• Bedrock Divorce Advisors: Dedicated divorce financial advisory firm providing mediation support, financial analysis, and coaching for divorcing individuals. Directly comparable niche, credentialed advisors, and overlapping service modules (document prep, settlement option analysis, post-divorce planning).
• Financial Transitionist Institute: Training and community organization specifically for financial planners serving clients in major life transitions, including divorce. Comparable in niche focus on transition financial planning and in cultivating a credentialed advisor community analogous to CDFA.

Emerging players

• OnTrajectory: Financial planning software and content aimed at individuals navigating retirement and major financial transitions, with material overlap in budgeting and post-event financial planning for divorce clients.

Regional players

• Family Wealth Advisors: Wealth advisory firms serving individuals and families through divorce and other life transitions. Comparable in fee-only advisory model and target client, with regional footprints that mirror Divorce Transition Mentors' California-centric service area.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/divorcetransitionmentors
• LinkedInlinkedin.com/company/divorce-transition-mentors

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Divorce Transition Mentors