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As a member of your divorce team, we are dedicated to a collaborative approach in working with your attorney or mediator.  Our role is to organize your financial data, analyze long term financial implications and produce the financial reports needed so that you know exactly how your financial outcomes will play out for each settlement option.  Having this information allows you to make informed decisions, especially when emotions are high.  Our services offer you the ease of mind about whether the money will last and knowing exactly how the settlement will impact your lifestyle - both now and in years to come.  



  • Developing a budget.

  • Setting retirement objectives.

  • Determining how much risk you are willing to take with your investments.

  • Identifying what kind of life style you want.

  • Determining the costs of your children’s education.

During the Divorce


  • Identifying the short-term and long-term effects of dividing property.

  • Integrating tax issues.

  • Analyzing pension and retirement plan issues.

  • Determining if you can afford the matrimonial  home – and if not, what might be an affordable alternative.

  • Evaluating your insurance needs.

  • Establishing assumptions for projecting inflation and rates of return.

  • Collecting financial and expense data.

  • Helping you identify future financial goals.

  • Providing you and your lawyer with data that shows the financial effect of any given divorce settlement.

  • Serving as expert witness if the case should go to court, or in mediation or arbitration proceedings.

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