SIMPLE 6 STEP PROCESS
Solutions for divorcing couples.
Solutions for divorcing couples.
We start with an initial meeting where we focus on learning about your situation, answering any questions you have, and getting clear on the desired outcomes of each party. At this meeting we’ll give you a list of documents to provide to us and client data sheets to complete.
Individual sessions are scheduled with each party to discuss your interests and provide coaching on how to negotiate successfully. At this time you will provide your relevant documents via secure, online shared storage. Lastly, we will identify the reports we will prepare for each person.
Data Entry and Report Creation
Now it’s our turn. We will complete all of the data entry and analysis based on the information you provided in our initial meetings. Then we will prepare our reports ahead of a joint presentation meeting.
Presentation and Negotiation Meeting
We schedule a 2-hour presentation and negotiation session with you and your attorney or mediator to present our findings and offer one or more settlement options to consider. We continue our discussion until all aspects of your settlement are decided.
Document Preparation and Filing
Document preparation and filing by a Certified Legal Document Preparer. We will assist you in finding a competent and honest preparer. The document preparation and filing process is usually completed in 4 to 6 weeks. And you never see a judge or a courtroom.
New Normal Meetings
To complete our process we schedule new normal strategy sessions with each spouse to help each of you confidently execute your portion of the settlement and to make sure each individual household is confident and secure as they embark on the next chapter of their financial lives.
Are you interested in a New Normal Strategy Session but haven’t worked with us during your divorce? You can now learn more and schedule a stand alone New Normal Strategy Session by contacting us here.
Certified Divorce Financial Analyst
A CDFA® specializes in the financial issues surrounding divorce. A Certified Divorce Financial Analyst acts as an advisor to one party’s divorce lawyer or to the mediator for both parties. A CDFA® can also act independently as the primary mediator for a divorcing couple. No matter what role they take the goal of a CDFA® is to use their knowledge of tax law, asset distribution, and financial planning to achieve an equitable settlement.
Save money by working with a Certified Divorce Financial Analyst. Let David Wilson with Divide and Provide collaborate with your chosen mediator or attorney to create a settlement that keeps the most money in your pocket.
|Attorney||Mediator||Attorney or Mediator + Divide and Provide|
|Document Preparation and Filing||✔||✔|
|Confidential and Private||✔||✔|
|Assisted Settlement Negotiation||✔||✔|
|Preserves the Family||✔||✔|
|Creative Financial Guidance||✔||✔|
|Advanced Tax Planning||✔|
|Proper Valuation of Assets||✔|
|20 year financial plan for both parties||✔|
|Package Pricing for Transparency||✔|
|Expertise in Complex Financial Situations||✔|
**The fees we charge are dependent on how much money we can save you!
Certified Financial Analysts are the only professionals in the divorce industry that can actually give you advice on the smartest way to structure your settlement so that both of you get to keep more of your own money. Our pricing is flat-fee, transparent, and based on the complexity of your finances. Don’t let you divorce end in financial disaster. Schedule your Strategy Session today. If you decide to retain our services after the strategy session, the Strategy fee will be credited to the cost of engagement.