Act Legally, Think Financially

Divorce involves a great deal of change - financially, legally and socially. It can be financially complex and emotionally charged. We work to reduce your anxiety and make sure you know the long-term financial consequences of your divorce settlement. We assist you in creating “The Financially Smart Divorce” sm by helping you understand the financial issues of…..

  • Keeping or selling the house 
  • The family business
  • Valuing, dividing and “trading off” property
  • Retirement plans and pensions
  • Separate and community property
  • Valuing and dividing employee stock options
  • Potential tax problems and solutions
  • Insuring support payments
  • Employee benefits
  • Avoiding tax penalties when taking distributions from retirement plans

How we work:

  • As a financial neutral with couples who are engaged in a mediation or 
    collaborative divorce process
  • As part of one spouse’s divorce team for cases that are adversarial

What we do:

  • Show you the future effects of numerous settlement options in the form of 
    spreadsheets and graphs
  • Give you professional help so you really understand the financial issues
  • Work with your attorney, mediator or collaborative team to structure an 
    equitable settlement
  • Trace assets, income and other forensic work
  • Value closely held businesses
  • Appear in court as an expert witness
  • Provide post-divorce financial planning

Benefits for you:

  • Working with a financial professional with over 20 years of divorce 
     financial advising experience
  • Comparing multiple “what if” settlement scenarios
  • Being able to foresee the long term financial consequences of your 
     settlement agreement
  • Gaining confidence and negotiating skills by being informed