Financial Analysis and Planning Services for Mediated and Collaborative Marital Settlements and Pre & Post Nuptial Agreements.

Our objective is to provide attorney and client with an accurate assessment of financial needs, quantified financial alternatives and documented information to facilitate discussions and negotiations.

Negotiation and Mediation Support

• Review financial records and tax returns

• Analyze assets and debts

• Provide financial planning assistance

• Develop financial needs scenario to support discussions & negotiations

Client Assistance

• Financial lifestyle review

• Future needs projection

• Ongoing financial review and planning

• Asset management