I was so pleased to recently receive a thank you note from a client and her attorney. My client and her husband were both represented by counsel and had been negotiating through their attorneys for quite some time. Although she was a successful financial advisor, she still felt she needed a second opinion on how she thought assets should be divided as well as a financial neutral who could render an opinion. At the time she retained me, her husband would not budge in his position. After working with my client to value the marital assets correctly, including the after-tax value, I participated in a 5-way Zoom meeting with both spouses and their attorneys to go over my pre-tax and after-tax division of assets reports. Within days of that meeting, this couple met in the middle and concluded their negotiations. AS the thank you notes show, both my client and her attorney were very pleased with my work and the outcome.
Numbers don’t lie. Accurate asset values, both on a pre-tax and after-tax basis, along with education from a neutral divorce financial professional, are key to avoiding all the “he said, she said” negotiations which add so much time to settlement discussions. And in divorce, especially with attorneys, time is money!!!
I’ve been working solely as a divorce financial analyst for 10 years now and I love the work I do. I work with couples and individuals and some have attorneys but most do not. Regardless, I provide the financial truth that they need to come to a settlement in a much more time and cost-effective manner.
