For
Divorce Professionals
Work with financial
specialists who understand divorce.
Whether you are an attorney,
mediator, mental health professional or financial advisor, working with Financial
Solutions for Divorce ensures that your client receives the best possible advice for
navigating through the complex tax and financial issues unique to the divorce process.
Whether the case requires litigation,
mediation or is being resolved through collaborative practice, working with Financial
Solutions for Divorce can help you:
- deliver a higher level of service
- increase efficiency
- assist clients in addressing complex financial and tax
issues of divorce.
Consider how using
these services can benefit you and your clients:
- Planning. From identifying funds to pay for professional fees to educating clients about financial issues to formulating realistic future plans, Financial Solutions for Divorce helps your clients be informed participants in creating their future.
- Facilitating. By
functioning as a "financial case manager," Financial Solutions for Divorce
integrates financial data, appraisals, valuations, etc. from varied sources into
comprehensive reports and schedules.
- Researching. Financial
Solutions for Divorce traces and characterizes assets, debts, income and expenses;
identifies cost basis and current values; assesses tax consequences; and prepares reports
showing alternative settlement options.
- Strategizing. From
income reconstruction to developing and analyzing multiple scenarios, Financial Solutions
for Divorce helps clients understand the immediate and long-term implications of their
proposals.
- Reviewing. Financial
Planning for Divorce reviews settlement proposals, prepares schedules to compare
alternative outcomes, and can provide an objective second opinion to help clients make
more informed decisions.
- Supporting. From
preparing documents that help prove the case to serving as an expert witness to reporting
on qualified Domestic Relations Order requirements to assisting with account transfer
paperwork, Financial Solutions for Divorce provides the essential services needed to reach
a settlement.
Speaking engagements
Guideline calculations
Financial mediation
The benefits of working with a Certified Divorce Financial Analyst…
For You and Your Client . . .
- Accurate Expense History for AFI preparation
- Projected Cash Flow Needs Analysis – budgets for both immediate and future
- Detailed Assets / Liability (Net Worth) Preparation
- Review and Analysis of Corporate Benefits
- Review and Analysis of Life Insurance Policies
- Analysis of Asset/Liability red flags (missing, inaccurate or illogical) information
- "What If" scenarios for various Spousal Maintenance Agreements
- Expert Witness at Trial if needed
- Following the divorce a no charge consultation for the client to make sure the detailed agreements you have put into getting the best decree possible are implemented quickly and accurately.
And Especially for Your Client . . .
- Financial Education . . In other words . . .
- Helping your client cope with the financial reality of divorce.
- Review and analysis of stock options and other forms of employee compensation;
- Lifestyle analysis for establishment of financial needs;
- Pension and employee benefits valuation;
- Compilation and valuation of assets and liabilities;
- Establishing the tax basis of financial assets;
- Multiple settlement scenarios with supporting documents detailing cash flows and net worth;
- Tracing of assets;
- Prepare financial exhibits to support your case;
- Generally, a go-to financial forensic expert for all divorce related financial issues.
- Go-teaches a required course for mediators on the economic issues in divorce
BOOK A SPEAKER
|
