Our Approach

We work with our clients to uncover the values of the marital assets.  While obtaining the appropriate documentation we educate our clients so that they may make decisions based on facts and not emotions.  For some this may take multiple meetings, while for others they may have a good understanding already but need to see various scenarios to make decisions.  We approach every divorce case with empathy, mutual trust, and 20+ years of experience in the financial services industry.

 

We can work with you in whatever divorce process works best for you and your divorcing spouse.  If you don’t know which process will work best for your case, we are more than happy to sit down with you and discuss your options.  If you have no attorney, we are more than happy to make some recommendations based on your situation.  We can act as the financial specialist for you, both you and your spouse, or as an expert on your team.

 

Our goal is to educate our client(s) to put the decision making in their court with the guidance of their divorce team.  Whether you have an attorney, use a mediator, go to court, or settle your divorce with your spouse, you will have all of your financial questions answered using a holistic approach.  We will use our software to look at not only the divorce settlement for today; we can look 5, 10, 15 or more years in to the future.