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SERVICES

Brainstorming
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:

  • Helping the parties gather and interpret relevant financial information

  • Understanding the parties' financial position & priorities

  • Identifiying needs

  • Providing financial education

  • Financial analysis and explaining the consequences of various settlement options

  • Financial projections

If you are a mediator or collaborative attorney, contact Steve about joining the team as a Financial Neutral.

Judge and Gavel
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:

  • Helping obtain a deeper understanding of the parties' complex finances

  • Calculations & projections (e.g., estimates of income, cash flow, taxes, present value & lump sums, application of Powell Formula)

  • Forensic accounting (e.g., multi-year bank and investment statement analysis, asset tracing & identifying undisclosed accounts)

  • Financial analysis of settlement options

  • Being a resource "as needed" as financial questions and issues arise

  • Creative financial problem solving

  • Expert witness testimony

Financial Reports
Education & Advice

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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.

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