Build Stronger Financial Cases

Our team can step in behind the scenes or as part of your professional team—bringing financial expertise, creative problem-solving, and clear documentation to every case.

We help you:

• Save valuable time by managing the financial details and organization.
• Strengthen your case through credible, well-supported financial analysis.
• Present your client’s financial picture clearly and confidently.

Whether your case needs a pension valuation, support for a financially inexperienced client, or a valuation of stock options and deferred compensation, we fill the gaps so you can focus on what you do best—advocating for your clients.

• Identification and separation of marital, non-marital, and commingled assets
• Tracing of separate property and analysis of missing or undisclosed assets

• Analysis of executive compensation, stock options, RSUs, and deferred compensation packages

• Financial preparation for mediation and collaborative divorce sessions
• Reports and exhibits for settlement negotiations

• Proposed settlements for liquidity and long-term net worth outcomes
• Scenario modeling to show clients the short- and long-term effects of each option

• Creative approaches for division, sale, or buyout of the marital home
• Cash-flow and affordability projections 

• Pension valuations and division of 401(k), IRA, and defined benefit plans
• Assessment of QDRO implications and post-divorce tax impacts