Show up with unshakeable confidence and stay in control of your family's future with the right financial facts
When there’s a lot of pressure to get it right, it can be empowering to know what to ask for to protect a family’s resources and safeguard relationships.
Even though time is not on our side, we’re here to make sure our clients quit feeling like their back is against the wall and start believing they can hold their ground in that upcoming settlement session.
Whether you’re representing yourself or working with an attorney, it’s important to make decisions based on documented financial data…
…Data that untangles joint finances and clearly outlines who should get the house; spousal and child support; debt management; business dividends; and other key factors.
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Divorce can be an emotionally charged life event, but ensuring everyone transitions into the next phase comfortably - and with their head held high - is where we excel.
We’re certified to consult attorneys and couples on equitable settlements through in-depth knowledge of tax law, asset distribution, and short- and long-term financial planning.
We propose settlement options - mediated or litigated - based on data, not emotions or conjecture. This de-escalates conflict and facilitates productive discussions.
We educate our clients about divorce myths, negotiation tactics, and financial facts so they can breathe easily and with confidence through the entire process.
We provide real-time analysis during negotiation sessions so our clients don’t feel pressured to accept an unfair deal that can take a toll on their lifestyle, well-being, and relationships.
Our expedited approach
The most complicated part of the uncoupling process is the finances. And by itemizing all joint assets, taxes, debt, household expenses, and individual contribution, we bring a family’s financial reality into sharp focus.
This data forms the foundation of our post-divorce lifestyle report and informs the negotiation strategy as well.
With the numbers crunched, it becomes clearer which partner gets what. Next, we guide our clients to hone in on the non-financial issues (such as parenting schedules).
The goal is to not only to push for faster resolution or draft a fair settlement proposal, but also reduce the animosity that causes so much pain to those caught in the crossfire.
If your settlement is at the litigation stage, it’s crucial that the attorney and the divorce finance strategist are on the same page.
We provide attorneys with both high-level and detailed financial truths so they can come up with the most persuasive arguments to honor that truth and advocate for our clients’ rights. This enhances the quality of counsel our clients receive before a litigated negotiation.
Negotiation sessions are dynamic and the offer on the table may change during the course of the discussion. While our clients are more confident after partnering with us, there may be curve balls they’re not equipped to handle.
To empower them to make informed decisions at every step, we show up as expert sounding boards and provide real-time analysis.
The key difference between the expedited service and the regular analysis service is the type of divorce we prepare our clients for and the timeline of delivery.
The expedited service is delivered in a few weeks and is meant for clients who are already at the litigated settlement stage. They work with us because they want to rise above fear and uncertainty and handle the session confidently armed with key financial facts and negotiation tactics.
With the regular service, we not only step in to uncover the real cost of divorce but also guide them to adopt a divorce method that’s relevant to their situation. The delivery timeline for this service is approximately 7-8 weeks.
Our expedited analysis is delivered in a few weeks, so contacting us when the document exchange process begins is ideal. Our goal is to arm our clients with financial facts before the mediation session or court date in case of litigated settlements and review them together in order to proceed with a clear picture about a family’s financial future.
Essentially, having all the financial facts - whether you’re at the mediation stage or have initiated litigation - can make all the difference between confidently advocating for your family’s future and accepting an unfair deal under pressure.
We need historical lifestyle data and documentation around joint assets, retirement and pension funds, tax data, and household expenses to come up with divorce financial analysis reports that uncover the real cost of the uncoupling.
If a resolution is not reached in the first mediation or litigated settlement session, we continue to support you to advocate for yourself in upcoming sessions and beyond.