About Us
Achieve a Better Outcome
It is important to recognize that divorce has both legal and financial aspects that must be addressed. The legal process for divorce is well defined and can be completed in as little as 90 days if there are no issues to resolve. However, disagreements on the division of the martial finances can result in dramatic increases in legal costs, stress, and time.
The Divorce Power Dynamic is the negotiating advantage the “CFO Spouse” has in settlement talks due to their knowledge and experience in dealing with investments and businesses. We can help you level the playing field in negotiations to maximize your settlement with the division of retirement assets, Restricted Stock Units, Executive Compensation, business valuation, and the tax implications of a divorce settlement.
A Certified Divorce Financial Analyst (CDFA) can help level the negotiation playing field for the “Non-CFO Spouse”. They achieve this in two ways. The first is accounting for all assets, minimizing taxes, and collaborating with your attorney in the drafting of an equitable divorce settlement. The second is providing clarity on their financial future by creating a Divorce Financial Plan for future income and retirement needs.
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Our Mediation Process
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During the consultation
During the consultation, we will learn about your situation, answer any questions you have, and get clarity on the desired outcomes of each party (if you and your spouse are collaborating).
At this meeting, we will give you a list of documents to provide to us and client data sheets to complete.
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Coaching | Document Gathering
If you and your spouse are collaborating your individual sessions are scheduled with each party to discuss your interest and give you some coaching to make mediation successful.
If we are your advocate we'll meet to discuss your desired outcome and gather documents from you and your spouse through their attorney.
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Negotiation Preparation
Now it's our turn. We will complete all of the data entry, analysis, and report preparation for a joint negotiation meeting or meeting with your divorce team.
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Settlement Negotiations
We work with you until all aspects of your settlement are decided.
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Document preparation and filing
Document preparation and filing is the final step to cement your agreements and finalize your divorce. This can be done through your attorney or a certified legal document preparer in our professional network.
News and Resources
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