Consultant or Expert | Financial Insights

Financial Consultant or Financial Expert

This service is for attorneys who want to hire Steve as a Financial Consultant (non-testifying) for advice & analysis or as a Financial Expert (testifying).

This may include:

Helping obtain a deeper understanding of the parties’ complex financial situation
Calculations & projections (e.g., estimates of income, cash flow, taxes, present value & lump sums, application of Powell Formula, retirement plan tax discount calculations)
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

Steve’s 30+ years in the financial industry and his background and experience as a CPA, CFE (certified fraud examiner), CDFA® (certified divorce financial analyst), and CFP® (certified financial planner) provide a diverse skill set to assist with many financial issues that may be present in your divorce case.

Financial Consultant or Expert, $275/billable hour and $2,500 minimum fee