For attorneys and mediators
A financial partner your client can understand.
We translate the financial consequences of a proposed agreement into a clear written comparison, so the legal strategy can move with better information.
What we provide
Numbers that support the work already in motion.
- A written settlement comparison in plain language, usually within 10 business days of receiving documents.
- Retirement account and pension analysis to prepare for the QDRO.
- Budgets and cash-flow statements for support discussions.
- Attendance at mediation sessions.
- Service as the neutral financial professional in a collaborative divorce.
To refer a client
We confirm with you the same day.
Call or email us with the client’s permission. We will help establish the next step and explain what documents will be useful.
A private first conversation