Our process
A comprehensive and supportive approach
Divorce requires a resolution to many complex and at times difficult situations. Our goal is to provide the support clients need, and a comprehensive process that allows them to focus on healing and moving forward in their lives, knowing they have an expert providing financial guidance. The steps in our process are described below.
Before beginning any journey it is beneficial to know the final destination. We begin the process by helping our clients gain a clear vision of their desired outcomes based on their values, principles, and financial priorities.
Conduct Financial Discovery
We help clients identify the assets, liabilities, cash flow, and relative values of these items considering liquidity, timing and tax implications.
Provide Alternatives and Recommendations
Using the vision created in step one and current circumstances in step two we prepare financial recommendations and plan documents. Once agreed to this provides a roadmap to financial resolution.
Modify and Adapt
Getting to a final resolution in divorce often requires rethinking and reassessing positions. We help clients evaluate alternatives and provide insights that allow them to clearly understand and evaluate the options being considered.
Financial Coaching & Support
Often clients have limited or no experience with some, or all, of household finances. We provide transitional coaching and support to help them prepare for their new role as Chief Financial Officer.
Provide Expert Testimony
In those cases where litigation is necessary, we appear as an expert witness related to financial matters.