Divorce financial Services

    The Equitable Division serves as your financial advocate.  Depending on where you are in the divorce process, we work with you and your legal team to develop a clear picture of your marital finances, including a valuation for the marital estate, cash inflows and outflows, the impact of proposed settlement structures, and development of a post-divorce financial plan.   

    While our services are customized to each client’s unique needs, a sample of the most common services we provide includes:

• Collection and organization of key documents, statements, and cash flow information
• Lifestyle analysis
• Projected needs analysis (budgeting, short and long-term cash flow needs)
• Net Worth Statement and Financial Affidavit/Declaration preparation
• Marital Asset Addendum (or similar) preparation
• Review and analysis of corporate benefits, deferred compensation and pension plans, and stock options
• Pension valuations
• Insurance and Tax Analysis
• Graphical illustration of settlement options
• Creation of a post-divorce financial plan
• Instruction on asset transfer and documentation

    For clients seeking an alternative dispute resolution, Collaborative Divorce may be an option.  Emily is a trained Financial Neutral for Collaborative Divorce, and has served in that role in dozens of cases since 2007.

    Unlike mediation or arbitration, which are defined by each state’s legal codes/rules, Collaborative Divorce involves a set of voluntary ground rules entered into by divorcing couples and their attorneys.  It is client-centered, interest-based negotiation model for resolving disputes.

   The Financial Neutral in the Collaborative Divorce process is a financial specialist who works with both spouses and their attorneys to develop a settlement that meets their collective needs. In this capacity, the Financial Neutral typically provides the following services:

• Gather all financial information that would have, in a "traditional"/litigated divorce, been gathered via "discovery." 
• Verify the accuracy of the data on behalf of all involved. 
• Develop a marital asset addendum/marital net worth summary.
• Assist with the preparation of each party’s Financial Affidavit/Declaration.
• Meet with clients, either individually or together with their spouse and/or attorney, to review marital financial picture and each party’s financial needs and discuss settlement solutions.
• Educate clients on their financial reality, pre- and post-settlement.
• Assist clients in finding a solution that makes the most of the available marital assets for the good of the family.