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Financial Neutral or Advocate for Litigated, Meditated, or Collaborative Divorces
Our Role is to Simplify Complex Financial Situations for the Attorney, Courts, and 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 Professional Services Include:
Forensic Financial Analysis
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.
Financial Strategies in Divorce
Trusted resources and guidance for navigating financial aspects to drive settlements for your client’s life after divorce.
(Q)DRO Analysis and Drafting
Settlement language, plan discovery, research, and drafting.
Settlement Agreement Analysis
Get an expert review of the settlement agreement language surrounding the financials prior to finalizing.
Deposition Prep & Strategy
Expert support when preparing for depositions with questions that astutely scrutinize the information given.
Expert Testimony
Trial preparation and expert testimony.
Discovery Assistance
Expert support to build discovery for hidden or unmentioned assets.
Certified Mediators and Collaborative Law Professionals
Financial Neutral Experts to facilitate the Alternative Dispute Resolution processes.
Financial Expertise
We specialize in providing valuable insight into complex financial matters and tax returns.
Asset Identification & Division Planning
Accurate identification and valuation of assets so nothing stays hidden or undervalued.
Tax-informed strategy
Minimizing tax burdens and mistakes for clients during and after divorce.