Financial Neutral or Advocate for Litigated, Mediated, or Collaborative Divorce
SAVE TIME, AVOID PITFALLS, AND GET THE MOST FOR YOUR CLIENTS
We focus on reviewing, analyzing, and simplifying actionable financial strategies relating to divorce. Whether we work with your referral or directly with you, we provide clients and attorneys with insight, analysis, projections, and strategies on valuations and settlement agreements . We are specifically trained in divorce’s tax consequences and investment nuances to help you avoid malpractice suits and present your client’s best interests.
Our Role is to Simplify Complex Financial Situations for
the Attorney, Courts, and Clients.
(Q)DRO Analysis & Drafting
Settlement language, plan discovery, research, and drafting.
Forensic Financial Analysis
Credible and comprehensive expert analysis to strengthen your case involving Lifestyle Analysis, Property Tracing, Complex Financial Matters and Tax Returns.
Expert Testimony
Trial preparation and expert testimony.
Financial Valuations
Determining the economic value of a pension, asset, or stock options/RSUs using objective data and accepted methodologies.
Asset Identification & Division Planning
Accurate identification and valuation of assets so nothing stays hidden or undervalued.
Preparation/ Review Of Financial Affidavits
Document gathering, and drafting the statements to ensure completeness of the financial disclosure. We get your clients’ deposition ready and can analyze opposing party statements as well.
Settlement Agreement Analysis
Get an expert review of the settlement agreement language surrounding the financials prior to finalizing.
Certified Mediators & Collaborative Law Professionals
Financial Neutral Experts to facilitate the Alternative Dispute Resolution processes.
Financial Strategies In Divorce
Trusted resources and guidance for navigating financial aspects to drive settlements for your client’s life after divorce.
Deposition Prep & Strategy
Expert support when preparing for depositions with questions that astutely scrutinize the information given.
Tax-Informed Strategy
Minimizing tax burdens and mistakes for clients during and after divorce.
Discovery Assistance
Expert support to build discovery for hidden or unmentioned assets.