What We Do
While divorce can be traumatic and emotionally overwhelming for families, it’s also often the largest financial transition that many people will experience in their lifetime. The financial decisions facing every couple are unique. A Certified Divorce Financial Advisor® can provide clarity that empowers individuals to make well-informed decisions rather than let emotions guide their decision-making.
We provide education, support and advocacy for clients and their attorneys through the following services.
Basic Financial Services
- Goal identification and clarification
- Post-Divorce Budget Development and Analysis
- Cash Flow Analysis (today and in the future)
- Development of Comprehensive Marital Balance Sheet for use in settlement discussions
- Income Analysis for both parties
- Consultations with the client and client’s attorney to develop a property settlement and spousal support proposal and provide supporting financial documentation.
- Analysis and review of settlement proposals suggested by the other side
- Attend mediation as part of the client’s advocacy team
- Testify at Arbitration or Trial
Complex Financial Services
- Advise on QDRO and pension/retirement account division issues for qualified plans, non-qualified plans, IRAs and Annuities as well as prepare proposed Judgment language for your case
- Analysis of Executive Compensation packages for highly paid employees
- Analysis of stock options, RSUs, PSUs and other incentive compensation as well as prepare proposed Judgment language on the above
- Advise on the complex tax issues relative to divorce that may be applicable to your case
- Separate property tracking analysis
- Auditing of bank and credit card statements for marital dissipation
Schedule a Consultation
New clients: Book a 30 minute complimentary call with Jacki.
Existing clients: Book a 60 minute appointment with Jacki.