Financial Insights
Divorce Financial Expertise
Financial Analysis & Forensic Accounting
SERVICES
Financial Neutral
During a mediated or collaborative divorce, there is often a need for a neutral, third party financial professional. A CDFA® can support all parties with unbiased expertise such as:
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Helping the parties gather and interpret relevant financial information
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Understanding the parties' financial position & priorities
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Identifiying needs
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Providing financial education
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Financial analysis and explaining the consequences of various settlement options
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Financial projections
If you are a mediator or collaborative attorney, contact Steve about joining the team as a Financial Neutral.
Consultant or Expert
A service for attorneys who want to hire Steve as a Financial Consultant for advice & analysis or as a Financial Expert. This may include:
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Helping obtain a deeper understanding of the parties' complex finances
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Calculations & projections (e.g., estimates of income, cash flow, taxes, present value & lump sums, application of Powell Formula)
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Forensic accounting (e.g., multi-year bank and investment statement analysis, asset tracing & identifying undisclosed accounts)
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Financial analysis of settlement options
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Being a resource "as needed" as financial questions and issues arise
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Creative financial problem solving
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Expert witness testimony
Education & Advice
Divorce can be a disorienting time requiring life-changing decisions. Because many people don't have a firm grasp on their household finances, getting personalized financial education and advice is crucial.
When an attorney hires Steve as a Consultant, they may also want him to work with their client 1:1, providing him impact financial education, analysis & advice.
In some instances, he may also provide short-term post-divorce consulting. However, he no longer manages money, cannot provide legal advice and is not a substitute for a long-term financial or tax advisor.
Contact us if the help you need doesn't fit neatly into one of these categories.