Why Have One Neutral Financial Professional in Your Divorce?

Dec 1, 2023

What I say to the first noted potential clients is that I, as a neutral financial professional, promise them they will know everything financially related to their divorce prior to any decision making.  It is my job to lay out all the assets and debts and income and expenses in simple and understandable form to both clients and any mediator or attorneys.  It is also my job to educate my clients about taxes, tax filing status, health and life insurance, Social Security, pension values, and the consequences of dividing assets that have tax related issues.

How to Choose a Collaborative Professional

Dec 18, 2019

How to Choose a Collaborative Professional Inasmuch as divorce is a legal process, each client will need to have – and is free to choose – his or her own Collaborative Attorney.  Attorneys who are qualified members of Collaborative Practice groups have committed to...

Find a Professional

Dec 13, 2019

Find a Professional Select a locale and/or profession and then click “Search” LocalesSonoma CountyMarin CountyMendocino CountySan FranciscoProfessionsFinancial ProfessionalsLegal ProfessionalsMental Health ProfessionalsChild SpecialistsResource...

Financial Professional’s Role in the Collaborative Divorce Process

Nov 21, 2019

Financial Professional’s Role in the Collaborative Divorce Process Divorcing couples are often unaware of the financial implications of various settlement options.  The Neutral Financial Professional is a licensed Certified Financial Planner (CFP) or Certified...

Resource Professionals

Nov 21, 2019

Resource Professionals Clients may enlist the help of other Collaboratively trained professionals such as mortgage specialists, real estate brokers, vocational consultants, insurance specialists, and real estate appraisers, who may provide valuable input and...