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Over the years we have modified and streamlined our process in order to provide efficient and effective service that saves us time and you money.
Meet with you to review our proceedures, discuss what we expect of you and what you should expect of us, and answer any questions.
Accumulate all financial documents and related information. All information will be provided directly by you and/or your sources.
Review all documents and information. If necessary, contact you for document clarification or additional information.
Meet with you to discuss your overall financial situation, assets, liabilities, the consequences of accepting or not accepting certain assets, possible settlement scenarios and other pertinant information.
We contruct spreadsheets/graphs based on the spouse's proposed settlement. From this report, we construct various settlement proposal options, which may be more favorable to your financial situation.
Meet with you and your attorney or mediator to review the report(s), clarify any questions, and if necessary, make additional changes.
If necessary, go to court.
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