The Financial Specialist

The financial specialist helps you gather, understand, organize and value your financial data, identify and clarify financial goals and interests and comprehend short and long term implications of settlement options.

The financial specialist will be a certified financial planning practitioner, chartered financial consultant, certified divorce planner or certified public accountant, and will have met additional training requirements to qualify him or her to handle the unique financial challenges presented in divorce and family law cases.

The financial specialist assists you by:

• Facilitating safe, honest and informed financial communication

• Providing an unbiased assessment of your finances through acting in a neutral role

• Utilizing charts and graphs to help you and your attorneys understand the estimated tax and financial results of settlement ideas concerning support and asset division

• Working with the Collaborative Team to stay on track with financial topics and maintain open communication around finances

• Helping you to construct and gather budget and net worth data to promote conversation and settlement.