Financial Advocate

  • Unbiased financial analysis tailored to your specific situation

  • Straightforward advice to help you make confident, informed decisions

  • Education and guidance to increase your understanding of every financial detail

  • A focus on protecting and maximizing your financial well-being throughout the divorce process

  • Clear modeling of settlement scenarios to evaluate long-term impacts

  • Support in identifying hidden risks and opportunities within proposed agreements

  • Collaboration with your attorney, mediator, or other professionals to ensure alignment and efficiency

  • A calm, supportive presence to help separate emotions from financial decisions

  • Post-divorce transition assistance to help you rebuild your financial life with confidence

Financial Neutral

  • Impartial financial analysis to support both spouses equally

  • Clear education and explanations to ensure both parties understand the financial landscape

  • Support in gathering and organizing financial data, including income, expenses, assets, and debts

  • Side-by-side comparisons of settlement options to help identify fair, realistic outcomes

  • Tax-aware strategies that seek to minimize the financial impact on both parties

  • Cash flow and budget projections for each party, both during and after the divorce

  • Identification of potential long-term financial risks or imbalances in proposed agreements

  • Collaboration with your mediator or collaborative team to ensure alignment and forward momentum

  • A calm, solutions-oriented presence that helps reduce conflict and preserve family resources

Attorney Support

  • Detailed financial analysis to support case preparation, negotiation, and settlement

  • Review and interpretation of tax returns, pay statements, equity awards, and retirement accounts

  • Preparation of accurate net worth statements and cash flow projections

  • Tracing and characterization of assets (marital vs. separate property)

  • Consultation on tax-efficient strategies for dividing retirement and investment accounts

  • Valuation modeling for pensions and deferred compensation

  • Scenario testing to evaluate proposed settlements for long-term viability

  • Support in identifying financial red flags, hidden risks, or imbalances in proposed agreements

  • Expert insights and visuals to help attorneys communicate financial concepts clearly to clients

  • Professional, responsive collaboration to enhance client service and legal strategy