Individual planning

Choose this service for in-depth help with preparing a financial affidavit, budgeting, determining marital vs. non-marital and general personal finance education. This is especially useful for the spouse who did not handle the finances and needs help with the basics. It is also helpful for those who want to look at various settlement scenarios before beginning negotiation.

Couples planning

The goal is to help the couple retain control of the process and the decisions made. We provide expert advice regarding an equitable split of assets and liabilities. We consider tax efficiency and wealth preservation, but allow you to decide what will ultimately work for you. This leads to a lasting and peaceful agreement.

Pre-decision analysis

A pre-decision analysis helps answer questions such as: What is a marital asset and what is separate property? How has the management of these assets during the marriage affected my status? What are the potential financial issues that should concern me?

Post-Divorce analysis

Some couples agree to revisit aspects of the agreement including maintenance, child support, and other items based on changes in income or asset after the divorce is final. With this service, we’ll rerun the analysis annually and provide advice based on changes in one or both of the individuals’ finances post-decree.

Financial neutral

Consider ending your marriage with mediation or collaborative law. Using these more peaceful alternatives to litigation can save you and your family from the stress and animosity that frequently comes from being in court. Trained in mediation and collaborative practice, we work with the mediator or collaborative team to provide the financial information you need including the financial affidavit, budgeting help, and analysis on the ramifications of various asset split scenarios.

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