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.