FOR FAMILY LAW, FINANCIAL, AND MENTAL HEALTH PROS

Get expert financial advice to help your clients going through divorce

Our Financial Separation PlanTM complements your processes, and we work with you to focus on helping your clients remove the fear and anxiety caused by the financial uncertainty that divorce brings.

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HOW WE HELP

Get financial expertise across the board to help clients reduce conflict and secure a financial path forward

Every Financial Separation PlanTM is tailored to your client's specific needs and circumstances. Whether the case calls for end-to-end involvement or guidance at a particular stage, we're here to support you from A-Z.

Asset
Valuation

We value assets like real estate, businesses, and retirement while considering taxes, liquidity, and many other factors

Asset &
Debt Division

We calculate feasible options to divide assets and debt, plus walk spouses through the financial implications of each option

Case Strategy
& Tactics

We work with your team to develop the strongest plan and path to get spouses to their desired outcome

Client
Management

We set expectations, manage task lists, improve communications, and offer you a buffer from the client where needed

Docs &
Disclosures

We identify, gather, organize, and verify the financial documents to prepare sworn financial statements

Expert
Witness

We provide expert opinions and testimony on divorce finance, refinancing, and implementation orders

Feasibility
Analysis

We identify the ability for spouses to comply with settlement proposals, including real estate underwriting

Finacial
Forecasts

We calculate and present the long-term implications of proposed future financial plans to reach a fair outcome 

Financial 
Mediation

We conduct sessions with spouses to help them work together to reach a fair financial agreement

Forensic
Analysis

We review financial records to find unintentional errors and intentionally hidden assets, income, and false debts

Implementation
Plan

We are uniquely positioned to assess the impact each financial decision has on the ability to honor the final agreement

Legal
Compliance

We help ensure that disclosures, property division, and support calculations comply with guidelines

Lifestyle
Analysis

We evaluate historical spending to determine the functional income and support required to maintain existing lifestyles

Mediation, Arbitration, and Litigation Prep

We prepare your team and provide the information required to avoid surprises, seize opportunities, and negotiate from a strong position

Prenuptial
Agreements

We advise on the financial and functional aspects of these agreements to avoid future conflict

Postnuptial
Agreements

We advise on the financial and functional aspects of these agreements to avoid common problems

Real Estate Division
& Financing

We specialize in evaluating and dividing real estate from a single primary residence to a portfolio of properties, including refinancing

Realistic
Budgets

We help create budgets for disclosures and evaluate proposals for each spouse's post-divorce financial plans

Spousal &
Child Support

We calculate statutory support and maintenance, then develop solutions taking into account implementation considerations

Tax
Implications

We identify and evaluate current and potential future tax implications to fairly divide the marital estate

Ready to get started?

Contact us to discuss your client's case.