During the Financial meeting(s) we will typically review and discuss Marital Balance Sheet, which identifies in detail assets and liabilities, marital and non-marital property.
We will discuss income from all sources, spousal maintenance, budgets during the divorce and post-divorce. The Parties will be asked to exchange their proposals. The Mediator-CDFA analyzes the financial documents provided and prepares reports that reflect parties’ proposals.
We will review and discuss financial reports, which will reflect division of property, tax consequences, expenses related to real-estate property (keeping or selling), division of retirement accounts and pension plans.
During the financial discussion we will address the use of additional professionals for valuation and to assist you in making the informed decisions (real-estate agents and appraisers, business or pension evaluators, forensic accountants, CPAs, QDRO specialists).