Is This Right for You?

Where Divorce Starts with the Numbers

Financials First.Build Your Practice.

Help divorcing couples make better financial decisions from day one – with a structured process that puts your CDFA® expertise at the foundation, not fighting your way into the legal process.

Watch the Partner Briefing Join the Partner Network
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Three Ways to Partner

Your financial expertise is essential, not extra.

Watch the Partner Briefing

Receive Client Referrals

Get referrals from Solagree and local attorneys for Solagree Compass cases - clients who need CDFA® expertise from day one.

  • Build your practice with qualified referrals, zero marketing spend.

Join as a Neutral Professional

Work as a certified neutral for Solagree cases. Lead Phase 1 financial intake in a structured, predictable process.

  • Work is high-integrity, flat fee, clear scope.

Bring Your Own Clients

Guide your existing clients through the Solagree process. We hire you at a flat rate built into the client fee structure.

  • Expand on earnings, not endless scope creep.

See How It Works

Watch how the partnership works and what makes this different – in 90 seconds.

Watch the full Partner Briefing
“Financial professionals are not extra in divorce cases, they are essential.”

What's In It For You

Beyond the numbers – a process that values your expertise.

Your Expertise Is Essential

Stop trying to convince attorneys or clients that financial analysis matters. At Solagree, you're not extra – you're essential. You lead Phase 1 because we know financial understanding drives resolution.

Steady Referral Stream

Solagree actively refers Compass cases to panel CDFAs. Cases we can't take are sent to our panel, too. Stop marketing, start working.

Predictable Scope

Work within a structured, uniform process with clear deliverables. Phase 1 financial intake with defined timelines – not endless back-and-forth or scope creep.

Solagree portal and marketing assets.

Everything You Need in One Place

Track cases, access marketing assets, and manage your partnership in one secure portal.

What you get:

  • Solagree marketing hub - Share custom web pages, email templates, and marketing assets with your clients. Advertise that you help clients through flat-fee divorce options powered by Solagree.
  • Secure document portal - Clients upload financial documents directly. No more chasing bank statements, tax returns, or pay stubs.
  • Onboarding + resources - Access financial analysis templates, Phase 1 workflow guides, and materials to educate clients and attorneys in your market.
Watch the Partner Briefing

Get Qualified Referrals - Not Just Any Clients

Skip the marketing headache and chasing dead ends. Solagree delivers pre-screened client referrals who understand the value of a CDFA® and are ready to move forward.

Learn more in the briefing.

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Common CDFA Partner Questions

We're looking for experienced CDFA® professionals and financial advisors with a background in marital asset analysis. Apply to join our network, and we'll schedule a conversation to discuss fit and next steps.

See if Solagree Fits Your Practice

Watch the briefing to understand how the CDFA® role works, how referrals flow, and whether this partnership makes sense for your practice.

Watch Now
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