Financial Mediation Support
for Professional Partners
When your clients feel supported and heard, everyone wins.
The last thing you want is an unhappy client who finds out later on that they got the short-end of the financial stick. As a divorce financial planner, I can help. Let me be the one to take on the financial quagmire of each case so you can focus on what you do best.
Why Work Together?
Your expertise lies in the legalities and complexities of the law. Mine is understanding the financial implications of dividing assets and resources for your client. And when we are talking about dollars and how long they will last, that is very much in my wheelhouse. And when you are talking about dollars and numbers of years, as in alimony and child support, that is very much a part of financial planning — which happens to be my specialty.
If your opposing counsel happens to have a better understanding of financial scenarios than you, they can certainly leverage that to harm your client’s prospects. That’s why I’m the perfect person to add to your team.
I understand not only the nuances and intricacies of financial implications, I can also use forecasting tools to think about the future. When the client understands the future, they become less fearful, more agreeable, and better able to make and own their decisions.
How It Works
Here’s the no fuss, no mess way to make sure everyone walks away from the table feeling represented:
At no point throughout the process do I claim to be a lawyer — that’s all you. I even tell our clients that my job is to be a neutral third party, hear them, and present scenarios. You’re the person they should go to for specific advice. And at the end of the day, your client walks away feeling like there was resolution grounded in their specific wants and needs — for now and well into the future.
Satisfied clients mean more referrals to you. It’s a win-win.
