Sentences with phrase «financial specialist»

When complex financial issues are involved, or when one or both of you desire to have in - depth assistance with projecting your financial future, a financial specialist can participate.

With some help from a financial specialist in the collaborative process, and after several collaborative law sessions, Springfield Collaborative Divorce and the collaborative team were able to devise a way to divide pre-tax assets, Canadian dollars, U.S. investments and cash, and the potential tax liabilities in a way that was fair and equitable to both parties.

A financial specialist can assist in preparing a realistic list of expenses.

The collaborative family law process encourages the use of neutral advisors, such as a child specialist, to advise on parenting plans and a financial specialist to advise on asset valuation, tax consequences, and related issues.

A financial specialist can assist in the identification of income.

The members of Collaborative Divorce Experts who take on the role of the Financial Specialist are experienced and professionally certified.

Whether your situation would benefit from a child specialist, financial specialist or other professional, you and your family will have access to a wealth of care and support.

A full team of Interdisciplinary Collaborative Divorce practitioners consists of a lawyer and a divorce coach for each of the clients, a financial specialist, and a child specialist.

Judith F. Sterling is a Certified Divorce Financial Analyst, Certified Public Accountant and Collaborative Financial Specialist practicing in Marin, San Francisco, and Sonoma Counties.

Your divorce coach, financial specialist, and child specialist work with you and your lawyers.

Your divorce financial specialist will typically either be a Certified Divorce Financial Planner (CDFP) or a Certified Divorce Financial Analyst (CDFA).

Your neutral divorce financial specialist will begin by helping you gather your financial information and organize it into useful reports.

Yet, the Collaborative Divorce Process is the only divorce process which includes a neutral divorce financial specialist as part of your divorce team.

In today's divorce process, you may choose to begin with a mental health professional specializing in divorce, a neutral financial specialist trained in helping sort out income and assets, or an attorney or mediator to deal with the legal aspects of the process.

Personal Financial Specialist (PFS) designation from the American Institute of Certified Public Accountants (AICPA)

Your neutral divorce financial specialist will also help you and your spouse brainstorm possible settlement options that will meet both of your needs as much as possible.

The financial specialist provides models of projected income and expenses based on your specific current situation and future resources such as pensions.

The financial specialist can also provide assistance in arriving at fair, accurate valuations of assets.

You and the other members of our Collaborative Divorce team, benefit from my more than 25 years of professional experience as a Certified Public Accountant (CPA), Financial Planner - Personal Financial Specialist (PFS) with the added specialized training as a Certified Divorce Financial Analyst (CDFA) professional.

In the Collaborative Process your financial specialist is neutral.

In addition, there is a team composed of mental health professionals, who serve as communication coaches, a neutral financial specialist, and if necessary, a neutral child specialist.

Having worked as a divorce financial specialist and mediator for the past ten years, here are some things that I have found help families to save money on their divorce.

Are you looking for an Illinois Collaborative Divorce Attorney, Child Specialist, Divorce Coach, Financial Specialist)?

You will each choose a Collaborative Lawyer and Divorce Coach, and together you will select a Child Specialist and a neutral Financial Specialist.

Your Financial Specialist is neutral, and helps both of you.

For example, the parties can jointly hire a Financial Specialist to assist them in gathering and organizing financial information and to create projections for future financial possibilities.

The financial specialist provides information and education from an unbiased and neutral point of view that can help you find mutually acceptable solutions.

Other professionals working on behalf of the clients may include divorce coaches, a neutral financial specialist, and a child specialist.

Each couple selects and shares a neutral financial specialist who gathers, organizes and analyzes all of the couple's financial information.

• Experienced as a forensic accountant and financial specialist in over 750 divorces.

The guidance of a financial specialist will help protect the interests of your changing family.

The financial specialist helps bring people to a level playing field.

As a financial specialist, he aids divorcing couples in the financial process by helping them gather, prepare, and share their monetary documents.

Because the decision to divorce is often preceded by a breakdown in trust between partners, it is often cost effective in the long run to pay a neutral financial specialist to fully explain the family's finances to the less savvy partner, in front of the more savvy partner.

Our Introductory Collaborative Law training includes how to work with a full Collaborative Law professional team — two lawyers, a financial specialist, a divorce coach, and a child specialist — allowing you to experience the inner workings of a core team.

Your financial specialist is neutral and helps both of you.

Sometimes our attorney mediators may send you first to the office of one of our CPA Financial Specialist's offices.

The results listing for all professional categories (Attorney, Child Specialist, Divorce Coach, Financial Specialist) is completely random and changes order each time you refresh or access the page for the first time.

Your financial specialist will answer your questions about your finances, budgets, and about the tax ramifications of different financial options.

A neutral financial specialist serves many purposes in the collaborative process.

The results listing for all professional categories (Divorce Attorney, Child Specialist, Divorce Coach, Financial Specialist) is completely random and changes order each time you refresh or access the page for the first time.

It may save you considerable money, while increasing your mutual trust and willingness to work together to have all your financial documents held and organized by a single, neutral Financial Specialist.

Mental health professionals (acting as collaborative practice also called divorce) coaches or child specialists work as part of a team which also includes a financial specialist.

The financial specialist can help know what questions need to be asked and can also alert parties to red flags.

• Consider various alternatives for dividing property, alimony, and child support • Small business and professional practice valuations • Moore - Marsden and reimbursement calculations Marital lifestyle analysis • Designated as a CPA / Personal financial specialist • Frequent speaker on mediation and collaborative law • Educate individuals so that they understand settlement options • Prepare tax returns • Assist in negotiations • Jointly retained by family law attorneys as neutral financial expert • Appointed by judges as the Court's forensic accounting expert

By meeting early on with your neutral financial specialist, all of your financial information is shared.

The collaborative divorce process is an interdisciplinary divorce process that also includes a neutral financial specialist who helps you make sound financial decisions.

EDUCATION Bachelor's Degree, UCLA Master of Business Administration Program, CSUN Business Valuation Specialist Certified in Financial Forensics Personal Financial Specialist Registered Investment Advisor Mediation Training — LA County Bar Association Interdisciplinary Collaborative Training

You may choose to begin with a mental health professional, a neutral financial specialist, or a lawyer or mediator to address different aspects of the process.

The financial specialist reduces the hours the attorney must spend on the routine financial data gathering, organizing and analyzing information.