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SERVICES for Attorneys

We support attorneys and act as a valuable resource, becoming in effect the “CFO” of the divorce case. This can mean taking
care of all the financial details, including gathering the financial information,
"crunching the numbers" and providing powerful
case exhibits in the form of spreadsheets and charts. This can greatly simplify things for you the attorney, freeing up your time to
focus on the legal aspects of the case and reducing liability by providing detailed and comprehensive financial research and
information. We can help your clients to understand the financial reality of the situation and work towards a viable settlement.
Specifically we can:

  • Gather and organize financial data and keep a comprehensive document inventory
  • Prepare asset division scenarios and settlement analysis to compare alternatives, project net worth and cash flow
  • Establish separate property claims
  • Perform lifestyle and spending analysis
  • Gather and review information for verified statements
  • Trace stock option awards and categorize for past or future performance
  • Calculate the present value of assets, lump sum payments or future income streams
  • Perform post-divorce personal budgeting
  • Determine and report hidden assets and unreported income
  • Confirm asset and liability balances
  • Provide expert testimony when necessary
  • Structure settlement payments for optimal tax treatment
  • Analyze business finances to establish “real” cash flow
  • Perform analysis and calculations for "Postema" claims

You will benefit from easier case preparation as we do the financial work for you. You decide how much involvement you want in
the financial process. We respect the legal process and value the relationships we have developed with attorneys. We provide
support to you and all information requests and communications are directed through you. We do not give legal advice and always
refer our clients to attorney if they do not already have one.


Collaborative Practice

We embrace Collaborative Practice as an effective approach to dispute resolution and have undergone appropriate training in
order to act as a collaborative financial neutral.


QDROs and Pension Valuation

SERVICES for Attorneys
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