Brian Pope of Divorce Financial Solutions is one of the premiere
neutral financial professionals in the 12th Circuit of Florida (DeSoto, Manatee, and Sarasota Counties).
Our firm has been a pioneer in serving as
neutral financial professionals in collaborative family law.
These are the three separate professionals that are the most common
neutral financial professionals in divorce to help sort out financial issues you are facing as a divorcing couple.
The CLI - TX web site http://www.collablawtexas.com/ has a handy, easy - to - use resource where you can locate a Collaboratively - trained attorney, neutral mental health professional, or
a neutral financial professional in your area.
What is
a neutral financial professional in the context of a divorce?
Not exact matches
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 footin
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 footin
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 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.
The model that is most frequently used here
in Florida involves one
neutral facilitator, who generally has a mental health background, and one
neutral financial professional.
In Florida, oftentimes a
neutral facilitator / communication coach and a
neutral financial professional are engaged to facilitate and lend their expertise to the process.
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 disclosur
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 disc
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 disc
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 disc
neutral financial professional aids
in creating family budgets and ensures financial transparency and disclosur
in creating family budgets and ensures
financial transparency and disclosure.
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 your
Financial Professional, you can have peace of mind as you navigate through the potential minefield of
financial decisions in your
financial decisions
in your divorce.
Further, families
in the collaborative process are aided by a
neutral financial professional.
Your Collaborative Divorce attorneys will likely advise you on the identity of the best candidates who are most suited to participate
in the multi-disciplinary collaborative team, namely a joint
neutral financial professional (FA) and a joint
neutral mental healthcare
professional (MHP), who may assist
in developing a parenting plan, if you have children, and with communication.
Oftentimes, a
neutral facilitator, who usually has a mental health background, is brought
in to help with communication and parenting issues, and a
neutral financial professional is brought
in to help with family budgeting and
financial issues.
Rather,
in it the parties trust a qualified
neutral financial professional to help them maximize the outcome so that both sides can win — meaning both sides get more of what they each want.
The Collaborative Divorce process offers support from
Neutral Financial Professionals: Certified Public Accountants (CPA), Certified
Financial Planners (CFP) and Certified Divorce
Financial Advisors (CDFA), all trained
in the Collaborative Divorce process.
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.
The parties and their attorneys meet jointly and negotiate the resolution of issues
in a divorce case with the assistance of a
neutral financial professional and the assistance of a mental health facilitator (who is usually a mental health
professional).
Regardless of their
professional credential, all
financial neutrals must also be trained
in collaborative divorce.
The
financial professional, by working with both of you
in a
neutral capacity, helps to diminish the polarization that money concerns often create
in 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.
Additionally, collaborative cases
in Tampa Bay usually have a
neutral financial professional.
In addition to your lawyers, you will work together with a
neutral financial professional, a
neutral coach, and, when needed, a child specialist.
Collaborative Divorce is similar to mediation
in that the clients, their respective attorneys, and a
neutral facilitator (and, if there are extensive assets and debts, a
neutral financial professional) meet to settle disputes.
The collaborative divorce involves an interdisciplinary team which consist of a therapist trained
in the collaborative mode, called a Mental Health
Professional, a
Financial Neutral, or financial planner, that looks at your joint finances, and a lawyer for each party that is trained in the collaborative divorce
Financial Neutral, or
financial planner, that looks at your joint finances, and a lawyer for each party that is trained in the collaborative divorce
financial planner, that looks at your joint finances, and a lawyer for each party that is trained
in the collaborative divorce approach.
Collaborative divorce typically utilizes a team approach,
in which
neutral financial and mental health
professionals are engaged to help gather data, contain emotions, and generally streamline the process.
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.
Further, though the most utilized model of collaborative practice
in Florida involves 2 attorneys, a
neutral mental health
professional, and a
neutral financial professional,
in other jurisdictions the most common model of collaborative divorce involves two attorneys, two mental health
professionals (one for each spouse), a
neutral financial professional, and a
neutral child specialist.
The
neutral financial professional can help enlarge the pie (by, for example, figuring out the most tax advantageous options for the clients) and help ensure there is
financial transparency
in discussions.
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 footin
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 footin
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.
Members include experienced family law attorneys and mediators, and
neutral financial and mental health
professionals who have assisted clients
in a variety of contested and uncontested formats.
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.
Oftentimes, a
neutral facilitator, who usually has a mental health background, is brought
in to help with communication and parenting issues, and a
neutral financial professional is brought
in to help with family budgeting and
financial issues.
In Florida, oftentimes a
neutral facilitator / communication coach and a
neutral financial professional are engaged to facilitate and lend their expertise to the process.
And, even if he or she does, the mere use of the
neutral financial professional will bolster any argument by a defending spouse that (i) he or she was open
in his or her finances and (ii) the challenging spouse was given the tools to understand the character and extent of assets and income.
Lance is also Qualified as a Collaborative
Professional, providing
Financial Neutral expertise to the Collaborative Associations
in Alberta, and he recently became a member of the BDO Business Transition Program, resource team, related to the Succession planning of family businesses.
In cases like these, it becomes the team of the
Neutral Mental Health
Professional (MHP) and the
Neutral Financial Professional (NFP) who must take the reins and gain control of the Process.
The
Neutral Financial Professional is
in the best position to provide different perspectives to the myriad of issues.
For example,
in the collaborative family law process, a
neutral financial professional tailors which documents should be exchanged to make sure both parties are fully informed rather than cast the overly wide net of mandatory disclosure.
For anyone considering a post-nuptial agreement, I urge them to utilize the collaborative process,
in which (i) a
neutral facilitator is used to help the spouses focus on what is important and improve their communication skills and (ii) a
financial professional helps the spouses budget for the future and increase the understanding of their finances.
In a collaborative divorce, a
neutral financial professional is oftentimes engaged to serve as a repository of the spouses»
financial information and ensure that they can verify the other spouse's information.
The
financial expert assists
in gathering and analyzing
financial information and provides
neutral financial advice to both parties, while the mental health
professional guides the process and helps the parties address parenting plans and family restructuring.
You may have found the Collaborative Practice model by first interviewing a Mental Health
Professional or a
Neutral Financial Professional,
in which case the formation of your team may have already started.
The group includes family law attorneys, mental health practitioners,
neutral financial professionals and other types of experts who may be involved
in a Collaborative divorce resolution process.
Cheryl executes a variety of specialized divorce
financial services for clients and attorneys, including support as a
neutral financial and tax
professional in Collaborative Divorce and divorce mediation.
The Collaborative divorce process is an interdisciplinary divorce process that also includes a
neutral financial specialist who helps you make sound
financial decisions and a
neutral divorce coach, a trained mental health
professional, who assists you both to identify and communicate your needs and interests to each other
in a respectful manner so that you better understand your different perspectives.
A
neutral licensed mental health
professional (called a Coach) works with the parties on the emotional and psychological divorce that is present
in every divorce along with the legal /
financial divorce.
With the guidance of a
neutral Collaborative
Financial Professional, you can have peace of mind as you navigate through the potential minefield of financial issues in your
Financial Professional, you can have peace of mind as you navigate through the potential minefield of
financial issues in your
financial issues
in your divorce.