We work with both individuals and couples so that they can fully understand what can be a confusing and even frightening process. We educate and provide guidance so that you will be able to make informed decisions without feeling insecure about the consequences of those decisions. We will gather, organize and evaluate the data and then tailor our services to your needs.
Individuals: We are your advocate. Our responsibility to you is to provide support and empowerment. Our responsibility to your attorney is to work together in developing a sound case to present in a clear and forthright manner. Our goal is to help you through this journey without ever feeling a victim and to ensure that you emerge with that which you are entitled.
Couples: In this capacity, we work as a neutral to help avoid the contentious and expensive experience of hiring ‘dueling experts’ to argue over the finances. We have a wealth of experience in all types of alternative dispute resolution to keep you out of court and control costs.
We will gather, collate and analyze the family finances into a clear and concise written report.
This routinely involves the following:
- Summarize current financial circumstances
- Establish financial goals and priorities
- Divorce Options & Process
- Child & Spousal Support
- Real Estate
- Tax Implications
- Retirement Plans
- Employee Benefits & Executive Compensation
- Health Insurance
- Social Security
- Life Insurance
- Estate Planning
- Historical Evaluation of Accounts
- Review Tax Returns
- Current & Future Cash Flow
- Tax Impact
- Forensic Accounting
- Impact of financial decisions
- Financial Report
- Businesses & Partnerships