For Attorneys

Perhaps the best service J.P. can offer is the ability and patience to help your clients come to terms with the financial reality of their situations and their expectations. Having a Certified Divorce Financial Analyst (CDFA) on your team of outside experts allows you to outsource the financial details that consume your time. A CDFA allows you to stay in control of your case, but delegate the aggravating and tedious details.

• Lifestyle analysis (for accurate expenses history)
• Projected Needs Analysis (future budgeting, going forward and immediate cash flow needs)
• Net Worth Statement Preparation
• Review and analysis of corporate benefits, deferred compensation and pension plans
• Life insurance securitization calculations
• In general, a financial zoom lens for your cases and clients