Divorce Services

Document gathering and organizing includes creating a list of documents needed, cataloging documents, requesting historical documents, and tracking down missing documents. After your divorce you will be more organized than ever. These records can include:

• Personal tax returns
• Books, records, financial statements for any businesses in which you or your spouse has an interest
• Banking and credit card statements
• Mortgage statements
• Insurance policies
• Retirement plans
• Pay stubs
• Stocks, bonds, mutual funds and equities
• Other records of major expenditures
• Valuations or other paperwork detailing property you or your spouse own together or separately (e.g. cars, homes, jewelry)

Why not have the same in meetings discussing your divorce? “Divorce brain” is a real phenomenon. You are confused, unable to process even simple information because it is spoken in language you have never heard and you are emotionally and physically drained, yet you are expected to make life changing decisions quickly. We do several things to support you in this state:

• We help set agendas for meetings with your attorney to save you time and money while making sure that all of your concerns are addressed.
• We can attend attorney calls or in-person meetings to keep meetings on task, take notes and support any follow-up requirements.
• We can attend mediation sessions as an advocate for you and to support real-time financial analyses.
• We can review communications with your ex-spouse so you don’t send any unnecessary, inflammatory messages.

This can be facilitated with a lifestyle analysis.

A lifestyle analysis can also assist in the following:

• Determining need and ability to pay support
• Searching for hidden income and assets
• Analyzing disclosure documents for fraud
• Evaluating closely held businesses for personal expenses paid with company funds

Maybe you just want to form some new and better financial habits this time around.

We have coaching programs that can help you form and achieve your financial goals. Whether you need help with simply planning a budget, or you want to move through some money blocks that stopped you in the past, we can help you reach financial clarity.

Services include:

• Getting financially organized
• Identifying main areas of focus
• Setting action steps
• Setting budget structure
• Help with overcoming obstacles

• Post-divorce support. The distribution of marital property needs to occur, accounts need to be consolidated, bank accounts closed, wills updated, beneficiaries changed and more. We can help you with a checklist and support completing these tasks.
• Setting up a system for you and your ex-spouse to invoice each other for child related expenses.
• Separate property tracing to determine if an asset is separate or community property.
• Organizing discovery requests into an electronic format for easy transmission to your attorney or your ex-spouse’s attorney.
• Help with the reconciling and closing out of joint accounts.