A La Carte Divorce Financial Services
Sometimes a comprehensive package isn't necessary for our clients and more specific services are needed. Our more focused-scope services are often an affordable and attractive option that make sense in some of the following situations:
- When additional support is needed, but finances are not overly complex
- When a second opinion from a financial expert is desired in addition to self-representation or in addition to an attorney
- When working to reach agreement out of court, but disagreement exists on specific and focused elements of property division
- When working with a mediator or with legal document preparer and financial expertise is required to support the process
Purchase of this service includes the support of a CDFA for the following:
- Gathering & organizing pertinent financial information
- Summary budget spreadsheets that reflect your pre-divorce (current) and post-divorce (projected) income and expense details
- Includes breakout of child-specific expenses that will be necessary to properly calculate child support.
- Spreadsheets are modifiable and can be used and updated on an ongoing basis as your situation changes in the future.
Purchase of this service includes the support of a CDFA for the following:
- Gathering & organizing pertinent financial information
- Summary financial report/guide that can be used to complete required forms FL-150 (Income & Expense Declaration) & FL-142 (Schedule of Assets & Debts)
Purchase of this service includes the support of a CDFA for the following:
- Gathering & organizing pertinent financial information
- Summary financial report/guide that can be used to complete required forms FL-150 (Income & Expense Declaration) & FL-142 (Schedule of Assets & Debts)
Defined benefit plans (pensions) require in-depth analysis to develop an accurate valuation to be considered in a settlement agreement. Often, plan statements do not reflect the accurate value of a pension and it can be worth thousands more.
Purchase of this service includes the support of a CDFA for the following:
- Gathering & reviewing pertinent plan information
- Valuation of pension plan according to widely-accepted valuation assumptions
Did you know that a portion of stock options received by a spouse that were earned or awarded during the marriage could be marital even if they haven't vested?
Purchase of this service includes the support of a CDFA for the following:
- Providing list of information needed to perform calculations
- Gathering & organization of pertinent data
- Determination of community property (marital) portion of Non-Qualified or Qualified (Incentive) stock options
- A proposed valuation range for Non-Qualified or Qualified (Incentive) stock options
- Pricing is per employee stock grant
Purchase of this service includes the support of a CDFA to:
- Up to 2 hours of review an existing divorce financial settlement proposal to identify potential risks and provide guidance and recommendations suggested prior to agreement.
- Includes the following deliverables:
- A report of identified financial risks and recommendations
- A summary email of findings that can be used for communication to spouse/other party