A La Carte Divorce Financial Services

Sometimes a comprehensive package isn't necessary for our clients and more specific services are needed.  Our more focused-scope services are often an affordable and attractive option that make sense in some of the following situations:

  • When additional support is needed, but finances are not overly complex
  • When a second opinion from a financial expert is desired in addition to self-representation or in addition to an attorney
  • When working to reach agreement out of court, but disagreement exists on specific and focused elements of property division
  • When working with a mediator or with legal document preparer and financial expertise is required to support the process

Pre & Post Divorce Budget
500.00

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & organizing pertinent financial information
  • Summary budget spreadsheets that reflect your pre-divorce (current) and post-divorce (projected) income and expense details
  • Includes breakout of child-specific expenses that will be necessary to properly calculate child support.
  • Spreadsheets are modifiable and can be used and updated on an ongoing basis as your situation changes in the future.
Add To Cart
Mandatory Financial Disclosures Support - One Party
450.00

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & organizing pertinent financial information
  • Summary financial report/guide that can be used to complete required forms FL-150 (Income & Expense Declaration) & FL-142 (Schedule of Assets & Debts) 
Add To Cart
Mandatory Financial Disclosures Support - Both Parties
650.00

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & organizing pertinent financial information
  • Summary financial report/guide that can be used to complete required forms FL-150 (Income & Expense Declaration) & FL-142 (Schedule of Assets & Debts) 
Add To Cart
Defined Benefit Plan (Pension) Valuation
350.00

Defined benefit plans (pensions) require in-depth analysis to develop an accurate valuation to be considered in a settlement agreement.  Often, plan statements do not reflect the accurate value of a pension and it can be worth thousands more. 

Purchase of this service includes the support of a CDFA for the following:

  • Gathering & reviewing pertinent plan information
  • Valuation of pension plan according to widely-accepted valuation assumptions
Add To Cart
Employee Stock Option Plan Analysis
450.00

Did you know that a portion of stock options received by a spouse that were earned or awarded during the marriage could be marital even if they haven't vested? 

Purchase of this service includes the support of a CDFA for the following:

  • Providing list of information needed to perform calculations
  • Gathering & organization of pertinent data
  • Determination of community property (marital) portion of Non-Qualified or Qualified (Incentive) stock options
  • A proposed valuation range for Non-Qualified or Qualified (Incentive) stock options
  • Pricing is per employee stock grant
Add To Cart
Divorce Financial Settlement Second Opinion
750.00

Purchase of this service includes the support of a CDFA to:

  • Up to 2 hours of review an existing divorce financial settlement proposal to identify potential risks and provide guidance and recommendations suggested prior to agreement.
  • Includes the following deliverables:
    • A report of identified financial risks and recommendations
    • A summary email of findings that can be used for communication to spouse/other party
Add To Cart