Triangle Financial Services is dedicated to helping you achieve the best possible financial outcome for you and your family. We recognize that divorce can be very difficult, so we take a compassionate, collaborative approach — working with your attorneys to ensure the most peaceful and respectful financial resolution for both parties.

If the services of a certified divorce financial analyst are on your divorce checklist, you can count on us to deliver. We can also help you grow your portfolio, preserve your assets and enjoy what you’ve worked for. Your future may look a little different than you originally thought, but with our help, you can prepare for it with peace of mind. Consider us your partner during these crucial times, when you are:

  • Experiencing a divorce
  • Buying a house or moving
  • Changing jobs
  • Preparing to send a child to college
  • Incurring debt or repaying a debt
  • Donating to charity
  • Buying a car or other major purchase
  • Planning for retirement
Our Services

Your values about money, wealth and financial decisions are key to planning your financial future. We can help with:

  • Personal net worth statement
  • Portfolio and investment analysis
  • Management of cash-flow dividends and interest
  • Goal setting
  • Debt analysis
  • Savings plan
  • Life insurance review
  • Education savings plan
  • Retirement plan
  • Financial affidavit
  • QDRO form

Please contact Kendra to schedule a complimentary initial consultation. We look forward to helping you grow, preserve and enjoy your wealth!