What to Expect When
we Work Together
Explore how the divorce financial mediation process works.
Divorce mediation is about you and your soon to be ex-spouse deciding your own divorce and what is best for the both of you (and your children if there are any involved.) In mediation, you and your spouse meet with a neutral third party, the mediator, and work through the financial issues you need to resolve so the two of you can end your marriage as amicably and cost-effectively as possible.
INITIAL CONSULTATION
During the initial consultation, we’ll review the mediation process, how it works, what the purpose of it is, and address your major financial concerns and issues. We will also discuss and agree on the scope and cost of services.
At the conclusion of the initial consultation, all parties will sign the Mediation Agreement and pay the retainer.
INFORMATION GATHERING
Next, I’ll meet with each person individually. I want to learn what your ideal financial outcomes are and what is most important to you, and give you a chance to speak freely, separate from your spouse.
This is also where I can gather all necessary financial information and documentation. If an additional financial party is needed (such as a business valuator, CPA), this is when we’ll discuss what that entails.
CAUCUS MEETINGS FOR AGREEMENT
After a period of time, I’ll call us back together to review all the data I’ve collected. By now, I have a clear picture of what the full pot looks like, and have been able to draw up a few post-divorce financial scenarios. My job in this capacity is to provide alternative resolutions to help you make smart choices for yourself and your future and I do that by sharing possible pitfalls, opportunities, or concerns that I have identified.
Our goal here is to find the scenario that works best for both parties. Once we do that, we can move into the next phase: Financial Mediation Agreement.
SUMMARY MEETING
Pat yourself on the shoulder, because you’ve made it through one of the more challenging aspects of divorce! From here on out, it’s signing paperwork that affirms, “Here’s where we settled on the money stuff.” That paperwork, along with the relevant financial reports and disclosures are then ready for submission to your attorney for processing.
Here are some of the specific services I’ll provide
