Gather and Prepare Financial Information

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• Prepare financial affidavits.

• Prepare child support guidelines.

• Understand current expenses and pre-divorce budgets.

• Compare pre and post pandemic expenses.

• Complete a detailed review of all financial materials (on both sides) to ensure no piece of the financial pie is overlooked or mis-represented, including:

  • Analyzing opposing side’s financial affidavit.

  • Reviewing tax returns.

  • Reviewing business books of self-employed.

  • Tracing flow of funds between financial accounts for unusual activity.

  • Summarizing option and/or stock awards to understand vesting, transferability as well as possible tax considerations.

  • Other custom analyses and/or models as needed.

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Analyze Contemplated Settlement Agreements

 

• Evaluate trade-offs of potential settlements given certain assumptions.

• Provide insight on how to structure settlement agreements to minimize conflict post-divorce.

• Create a post-divorce budget.

• Calculate Alimony Buyout amounts given certain assumptions.

• Calculate Set Aside Amounts to cover expected expenses (e.g. dollar amount to set aside for certain expected children’s expenses).

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After Divorce ("Post-Judgment")

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• Conduct an Alimony True-up to determine if the correct amount of alimony was paid.

• Conduct an Expense True-up to determine if each party paid their share of agreed upon expenses.

• Conduct an Asset True-up to determine if the correct amount of assets (e.g. options/stock awards) were paid out as per the separation agreement.

• Calculate Child Support Arrearage.

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