Services for Attorneys & Mediators

We Can Be a Collaborative Team Member

Being Mindful in Divorce partners with attorneys and mediators to provide divorce financial planning expertise to their clients in support of the divorce process.

 

 Divorce settlement mistakes can last a lifetime. As a collaborative divorce Financial Neutral with advanced training in all financial aspects of divorce including pension valuation, marital vs. separate property, and taxes and tax optimization of settlements, we can help develop creative settlement options that make financial sense for both parties and create peace of mind.

Offering financial expertise for your clients when they need it most; in determining whether their future is likely to be financially secure. Don’t take on unnecessary risk and chance that assets are not valued properly and taxes have not been taken into account. Our specialized software makes sure that you are covered.

Divorce settlement mistakes can last a lifetime. As a collaborative divorce Financial Neutral with advanced training in all financial aspects of divorce including pension valuation, marital vs. separate property, and taxes and tax optimization of settlements, we can help develop creative settlement options that make financial sense for both parties and create peace of mind.

Offering financial expertise for your clients when they need it most; in determining whether their future is likely to be financially secure. Don’t take on unnecessary risk and chance that assets are not valued properly and taxes have not been taken into account. Our specialized software makes sure that you are covered.

Partnering with a Certified Divorce Financial Analyst for Your Divorce Clients

We analyze the financial needs of each client

Examining asset valuation, tax optimization, and the long-term impacts of settlement choices.  Using tax returns, bank account, brokerage account and credit card statements from the past few years to support the submitted Financial affidavits that will be used as the basis for determining the division of assets, alimony and even child support.

Unfortunately too many times clients guess / estimate, or assets are hidden and go unnoticed.

The Marital Home and Spousal Maintenance are two typical areas that generate questions during a divorce – we can help :

  • Determine if a client can afford to live in the marital home, and provide alternatives
  • Thinking of converting a rental to a primary residence?  understand the affect of depreciation  and potential capital gains consequences
  • What if the home is in a trust, are there tax consequences  around the mortgage?
  • Substantiate the need for Spousal support and help determine how much makes sense

Are you certain that the settlement you crafted will allow your client to be financially secure in the future?

Work with a Financial Consultant rather than risk advising on financial issues that are not your specialty.

Let’s Partner Together

Individual Services Include
  • Pension Valuation
  • 401(k) Community Property Valuation
  • Executive Compensation Valuation
  • Analyze Retirement Plans and Insurance Products
  • Maintenance Buy-Out Calculations
  • Post-Divorce Transitional Services
  • Life-style Analysis (determining client income is critical to getting a fair and equitable settlement, maintenance award, or child support, especially with businesses or missing financial statements)
  • Full Financial Analysis including Net Worth, Post-divorce Tax Impacts and Cash Flow projections 20+ years into the future
  • Pension Valuation
  • 401(k) Community Property Valuation
  • Executive Compensation Valuation
  • Analyze Retirement Plans and Insurance Products
  • Maintenance Buy-Out Calculations
  • Post-Divorce Transitional Services
  • Life-style Analysis (determining client income is critical to getting a fair and equitable settlement, maintenance award, or child support, especially with businesses or missing financial statements)
  • Full Financial Analysis including Net Worth, Post-divorce Tax Impacts and Cash Flow projections 20+ years into the future

Your Divorce Doesn't Need to be Financially Devastating

Reach an agreement that is mindful and fair

Your Divorce Doesn't Need to be Financially Devastating

Reach an agreement that is mindful and fair

Your Divorce Doesn't Need to be Financially Devastating

Reach an agreement that is mindful and fair

Let's Get Started!

About Us

Take your first step to creating the life you want now. A strategy session allows you to see options around financial decisions that will give you peace of mind again.

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