
Financial Insights
Divorce Financial Expertise
Financial Analysis & Forensic Accounting
Financial Neutral
During a mediated or collaborative divorce, there is often a need for neutral, third party financial professional, typically a CDFA® (certified divorce financial analyst), to 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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Identifying needs
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Providing financial education
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Financial analysis & 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.
Steve is a member of the following organizations. Visit the websites to learn more about mediation, collaborative divorce and what a CDFA® is:
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PCD (Portland Collaborative Divorce), which provides legal, emotional, and financial support to help families with a peaceful divorce, avoiding the stress and expense of going to court. It is a professional network of experienced and accomplished attorneys, mediators, mental health professionals, child specialists and financial specialists who provide customized, collaborative (non-adversarial) services tailored to fit your family’s needs: https://pdxcollaborativedivorce.com
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OACP (Oregon Association of Collaborative Professionals): https://collaborativepracticeoregon.org
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IACP (International Academy of Collaborative Professionals): https://www.collaborativepractice.com
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To learn more about a CDFA®: https://institutedfa.com/learning-center/what-cdfa-professional/
Financial Neutral, $240/billable hour and $2,500 min. fee