Services for Attorneys

​As a Certified Divorce Financial Analyst (CDFA®) professional, I specialize in helping attorneys and their divorcing clients navigate the complex financial aspects of divorce. Part of my expertise includes analyzing the tax implications of various settlement proposals.  I’ll prepare reports so that you can show your client that dividing assets equally may not yield a long-term equitable outcome.  We help you create alternative options that minimize tax burdens for your clients.  My services include:

Data Collection

  • Efficiently gather financial data to significantly reduce the time attorneys spend on financial discovery, allowing for faster resolution.
  • Organize proposals that are easy to explain, which frees up the attorney to focus on best legal strategies for their clients.

Comprehensive Financial Analysis

  • Meticulously analyze all assets and liabilities, including property, investments, debts, retirement accounts and prior years’ tax forms.
  • Present a clear picture of the financial landscape, which helps your clients make informed decisions about their financial future.

Negotiation Support

  • Join attorneys in mediation or negotiation sessions to ensure that financial settlements are realistic and fair.
  • Act as an advocate for your client when the other spouse attempts to unfairly claim assets.

Litigation Support

  • Appear as an Expert Witness
  • Provide credible testimony on financial disputes