We are accessible to both clients and their attorneys, and can either work on a project basis or as part of the client’s “team” of advisors.  We can spend focused time with clients in reviewing their financial questions and concerns so that the client can make the most efficient use of their attorney’s time and expertise.  When clients have a better understanding of their financial position and implications of their choices, they are in a better position to make decisions. 

EXAMPLES OF ANALYSES WE HAVE UNDERTAKEN FOR OUR CLIENTS INCLUDE:

  • -Expert Witness Testimony.
  • -Lifestyle analysis and budgeting.
  • -Separate property tracing.
  • -Determining income available for support.
  • -Developing creative settlement proposal structures.
  • -Post separation accounting.
  • -Gathering necessary documentation and preparation of disclosures.
  • -Financial education regarding assets.
  • -Developing financial projections to assess settlement alternatives.
  • -Evaluate rent/buy real estate decisions.
  • -Transition ownership of small business.
  • -Analyze stock option holdings.
  • -Evaluate tax reimbursements.
  • -Work with actuaries to determine value of pensions and necessity for QDROs.

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Many of our clients are referred to us through their attorneys or mediators. Our services assist these professionals in preparing their clients to move through the divorce process more efficiently and confidently.