Nashville
Key Benefits of Using a Financial Professional in the Divorce Process

Key Benefits of Using a Financial Professional in the Divorce Process

  • Expertise – We mine financial documents and information, such as business records, tax returns, and even bank statements, for key information in a more nuanced way, typically, than can attorneys, simply because that is what we are trained to do. Attorneys are experts in family law. Financial experts have specific training and education regarding the financial and tax implications of divorce. It just makes sense for a financial professional to address the financial data in a family law case.
  • Education – We are adept at helping clients and attorneys understand the meaning of the financial data, and how it will impact the client’s financial future. If the client has not been involved or had previous access to information about the family finances, there can be a significant learning curve which could prolong or undermine the ability to reach settlement. We also support the financially savvy client by making certain they do not overlook small, but critical details that could be meaningful to their settlement. Legal documents are complex, and words matter. We can assist both clients and attorneys to be sure the legal language has the meaning intended in the financial and tax world.
  • Analysis – We provide clients and attorneys with analyses and easy to understand reporting tools to help in the evaluation of settlement scenarios and related financial and tax consequences. We can help assess the complexity of the estate and possible financial and tax risks that may not be readily apparent to the client and the attorney.
  • Creativity – Because we are not limited to thinking about judicial or court norms, we can think more broadly about how the needs of the family system might be resourced. We bring our financial and tax education to bear to consider creative possibilities for the financial settlement that might not otherwise occur to the client and legal team.
Nashville

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