Sentences with phrase «as financial neutral»

Kristin E. DiMeo, CPA, ABV, has served as the Financial Neutral in over 75 collaborative family law matters in the Tampa Bay area.

Margaret Yonco - Haines, Esq. has a private practice as a family and divorce mediator and acts as a financial neutral in collaborative divorce matters.

The reality of acting as a financial neutral is that you are still a human being with your own emotions, history, vulnerability, and hot buttons that can be triggered.

As a financial neutral, I can help them both face the reality of their situation and discover the possible paths forward to optimize their financial future.

And for more advanced training on HCPs and acting as a financial neutral, consider enrolling in VELOCITY through the Divorce Financial Planner Training Center.

While most of my divorce work involves helping couples work through their divorce settlement (both financial and parenting) in a dignified way, I also act as the financial neutral on collaborative divorce cases and as the financial expert on litigation cases.

We act as a financial neutral, working with both parties to understand their finances, as well as the results of various settlement scenarios.

When working as a financial neutral on the collaborative team, Natalie helps to educate the clients about the short - term and obvious, and the long - term and not so obvious financial results of suggested financial settlement options.

The lawyers then typically recommend a neutral mental health professional (collaborative divorce coach) as well as a financial neutral (typically a CFP or CPA) to work with the parties as well.

David is a trained Collaborative Divorce Professional, specializing as a Financial Neutral and Collaborative Facilitator

Kristin E. DiMeo, CPA, ABV, has served as the Financial Neutral in over 75 collaborative family law matters in the Tampa Bay area.

Not exact matches

Neutral real interest rates may well rise over the next few years as the American economy creates jobs at a rapid rate and the effects of the financial crisis diminish.

It's been a quiet and neutral session so far in traditional global financial markets, as only cryptocurrencies experienced significant moves.

In collaborative divorce, the forensic accountant plays a unique role in that he or she acts as a «neutral advisor» who provides the divorcing couple with objective, unbiased financial advice.

Although Collaborative Practice is a legal process, in the Collaborative Divorce process, the couple and a team of specially trained Collaborative Professionals, including neutral Mental Health and Financial Professionals, as needed, enter into a contract called a tyticipation Agreement wherein they agree to work together to achieve a satisfactory settlement in a cooperative manner without court intervention.

In the traditional divorce process, countless depositions and hearings are held as each party conducts a fishing expedition into the other party's finances; in the collaborative process, the clients retain a joint neutral financial professional to ensure transparency, develop options for family support and division of property and debt, and help the clients transition into single life on a firmer financial footing.

In collaborative divorce, the parties pay for one forensic accountant that acts as a neutral, unbiased financial advisor, rather than each spouse paying for their own forensic experts.

As remarked above, considerations regarding the financial impact upon the respective parties of making (or not making) an order for interim relief are ultimately neutral because they cut both ways.

In working with a joint neutral financial professional, you and your spouse can work to inventory separate and community property, gather information as to property and debts, generate options to divide the property and evaluate the merits of each option.

In a collaborative divorce, the parties use specially - trained attorneys and neutral allied consultants, such as financial advisors, communication coaches, and parenting planners.

His past experience and training as an investment advisor representative and general securities representative (Series 7 and Series 66 licensed) through the Financial Industry Regulatory Authority (FINRA) enables him to better serve his clients in a neutral capacity.

In Florida, the main model that is used is known as the Neutral Facilitator model, where each party has an attorney, a neutral facilitator with a mental health licensure helps with parenting issues and ensures discussions are future - focused, and a neutral financial professional aids in creating family budgets and ensures financial transparency and discNeutral Facilitator model, where each party has an attorney, a neutral facilitator with a mental health licensure helps with parenting issues and ensures discussions are future - focused, and a neutral financial professional aids in creating family budgets and ensures financial transparency and discneutral facilitator with a mental health licensure helps with parenting issues and ensures discussions are future - focused, and a neutral financial professional aids in creating family budgets and ensures financial transparency and discneutral financial professional aids in creating family budgets and ensures financial transparency and disclosure.

As would a prenuptial agreement, a postnuptial agreement has to be in writing and signed by the parties, and it is important for there to be a neutral and complete financial disclosure between the parties before it is signed.

With the guidance of a neutral Collaborative Financial Professional, you can have peace of mind as you navigate through the potential minefield of financial decisions in yourFinancial Professional, you can have peace of mind as you navigate through the potential minefield of financial decisions in yourfinancial decisions in your divorce.

A facilitator, who generally has a mental health license, is oftentimes utilized to ensure that the parties focus on what is most important to them (such as their children) rather than the arguments of the past, and a neutral financial professional is oftentimes used to cut costs on financial disclosure and ensure the parties have a personally - tailored financial solution.

Financial coaches may assist one or both parents / spouses, often work as neutral professionals together with both parents / spouses, and often work in the out - of - court context.

«Besides being able to bring its expertise, let alone its financial muscles, to the table, the Fund often also plays an important role as a neutral third party,» he said.

Previous posts have looked at the ways Mental Health Coaches struggle in Collaborative Divorce cases as well as the ways in which Financial Neutrals can unintentionally get in the way of solid divorce settlement agreements.

Under - functioning Financial Neutrals see themselves as extensions of the other professionals, especially the attorneys, and do not live fully into their own unique professional role on the team.

But the Financial Neutral knows the proposal will not result in a true equal division once the team takes into account various factors such as taxation, investment value, opportunity cost, and issues of appreciation / depreciation.

There are typically three types of professionals (or «consultants») who work with parties who choose to divorce using the collaborative divorce process: attorneys, financial neutrals, and mental health professionals (typically referred to as «coaches.»)

This person acts as an objective neutral whose job is to help the team members understand any of the financial aspects of the divorce.

As a result, the parties are able to merge their attorneys» legal advice with the financial neutral's advice, which often leads to much more sophisticated or nuanced settlement results than would be true if everyone is mechanically dividing assets and debts without the benefit of professional financial advice.

Similarly, because financial neutrals are always precluded from serving as investment advisors to the parties with whom they work in collaborative divorce cases, they also serve as a bridge to the parties» post-divorce investment advisors, helping the advisors understand what assets the parties will be receiving and then also going back to the collaborative divorce team to suggest ways to make the parties» post-divorce financial transitions go as smoothly as possible.

By: Gina Gallo, CFP ®, CDFA ™ Working as a Collaborative Team member, the financial neutral's objective is to provide financial assistance as requested with the goal of assisting the clients in achieving what they perceive as their best possible outcome under the circumstances.

In fact, (as was discussed more in an earlier post regarding the «roadmap» of collaborative divorce cases in Middle Tennessee), no substantive settlement options are discussed by the team until the financial neutral (and attorneys) are comfortable that all relevant and / or helpful financial information has been obtained, analyzed, and summarized in a detailed written report.

The Financial Neutral takes a great deal of care in the divorce process to be sure that both parties fully understand their current financial situation, as well as the way finances can and can not work after theFinancial Neutral takes a great deal of care in the divorce process to be sure that both parties fully understand their current financial situation, as well as the way finances can and can not work after thefinancial situation, as well as the way finances can and can not work after the divorce.

Depending upon the needs of the divorcing couple, non-legal professionals such as a child specialist or neutral financial professional can be an important part of the settlement team in both mediation and collaboration practice.

Mediation is a process in which you and your spouse work out your financial and marital differences with the assistance of a neutral party known as a Mediator.

As a neutral financial professional on divorce cases, I am often a witness to financial risks that late - life divorce poses for women.

But there is room within these limitations for the couple's regular accountant or advisor to provide financial information (such as profit and loss for a business, or divorce - related calculations) to the advisor serving as a neutral party, who can then analyze, inform, and encourage the parties to come to their own conclusions.

Collaborative divorce is a private dispute resolution option which requires each spouse to: (i) treat one another respectfully, (ii) be open and honest in his or her financial dealings, (iii) agree to settle things privately and not to engage in courtroom battles, (iv) hire an attorney for the limited purpose of helping the parties reach an agreement which addresses both parties» concerns, (v) utilize a neutral facilitator (which is substantially the same as a mediator except anything said in front of the facilitator may be disclosed to the other spouse), and, (vi) if there are substantial assets and liabilities, engage a neutral financial professional.

A neutral financial professional is oftentimes retained to cut down the costs of gathering and disclosing financial information and developing options for support as well as division of property and debts.

In the traditional divorce process, countless depositions and hearings are held as each party conducts a fishing expedition into the other party's finances; in the collaborative process, the clients retain a joint neutral financial professional to ensure transparency, develop options for family support and division of property and debt, and help the clients transition into single life on a firmer financial footing.

Neutral, collaboratively trained financial and mental health professionals are brought in as needed to assist in resolving financial, custody and other related issues.

As a Certified Financial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorce procesAs a Certified Financial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorceFinancial Planner (CFP), I can work with divorcing couples either as a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorce procesas a neutral financial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorcefinancial advisor or as an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorce procesas an advisor to one spouse if that is needed, to resolve financial issues that arise during the divorcefinancial issues that arise during the divorce process.

Proposed final orders, a financial declaration and, if parenting is at issue, a proposed parenting plan, as well as any other materials requested by the neutral third person must be provided to the neutral third person and all parties no later than two (2) working days before the day scheduled for the conference.

In Collaborative practice, the spouses have the option of choosing to work with Collaboratively - trained neutral family professionals (mental health), child specialists, and financial professionals as part of the team and do so when they believe it would benefit their particular case.

They hire a neutral financial specialist to help with the money issues and a child specialist to serve as a voice for the children.

The spouses usually retain a neutral financial professional, generally with a background as a financial planner or forensic accountant.