For Attorneys

Attorneys need clear-cut information to best present their divorcing clients’ cases. Collaborative Divorce Strategies works with attorneys, providing professional financial analysis and long-term financial planning and examining all the potential outcomes of the financial negotiations.

As an attorney...

Your ultimate goal is to be the legal advocate on your client’s behalf, using every possible advantage available to you.

You need concrete research and detailed, organized financial information that will support the equitable distribution of the marital estate and benefit your client long after their divorce is final.

Working collaboratively, we become an integral part of your client’s “divorce team” (mediator, CPA, mortgage lender). Our goal is to present a complete financial plan exploring all the “what if” scenarios and determining how these decisions will affect your client’s future, prior to finalizing the divorce agreement.

Here’s the roadmap we use to help ensure the legal outcome is achieved with your client’s best interests in mind:

Our Roadmap

This is what we use to help ensure the legal outcome is achieved with your client's best interests in mind.

Evaluation and Analysis

Our process involves taking a deep dive into your client’s marital standard of living and lifestyle, looking at past spending patterns and potential future lifestyle budgetary needs.

We’ll calculate income available for support by reviewing and analyzing tax returns, business documents, compensation and human resource documents, pension plan provisions, and brokerage statements. Armed with this information, we can develop an accurate and defensible analysis of your client’s or opposing party’s income to base support calculations.

Assistance and Consulting

With our expertise, we can provide attorneys with assistance and insight to help them better prepare their clients for their divorce. We help these clients identify, quantify, and fully understand the complexities of Executive Compensation plans, Investment Accounts, and Retirement plans.

For example, we can provide consultation about the division of non-qualified accounts not divisible by qualified domestic relations order (QDRO) and determine whether accounts are divisible by some other process or help find alternative equitable division strategies.

Additionally, we can assist in the discovery process to collect and review preliminary documents and advise counsel about any potential concerns regarding the opposing parties’ disclosure.

Post-divorce, we can assist clients with their transition management to ensure the settlement you worked hard to negotiate is enforced through title changes, beneficiary changes, asset transfers, and account division.

Collaboration and Preparation

With divorce proceedings, preparation is key. We collaborate with attorneys by preparing net worth statements to formulate a baseline for asset and debt division. As settlement negotiations begin, we develop alternative scenarios to help attorneys and their clients compare the outcome of various settlement options.

Informing and Educating

We help our mutual clients understand the financial implications of their decisions and equip clients with the knowledge to make good decisions, ultimately helping everyone understand what they need and want now and in the future.