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About Our Service
One of the most valuable tools during a divorce case can be a lifestyle analysis. It shows what was actually spent by each party, and helps provide a framework for how much will be needed going forward. It can also signal if something is off in the reported assets or income. Our analysis reports can include:
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Allocation of historical & projected expenses between client, children & spouse based on client discussions, defendable reasoning, and patterns
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Establish the marital standard of living & spending habits
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Expenses presented in an easily understood format. A report that will show a high level snapshot, expenses by vendor & then the underlying transactions to support category expense totals
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We can compare and assess how and why our analysis differs than what was reported on the spouse's 8.05 submission.
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Help uncover irregularities, financial gaps & reduce surprises
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Can be used to create cash flow projections for settlement negotiations
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Includes a current assessment summarizing observations from analysis
Includes:
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Complimentary phone, zoom, or in person meeting to see if we are a good fit
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Data Gathering - Statements from all transactional accounts - credit cards, bank, savings, investment, etc. for the period needed, tax returns, etc.
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Review of all information to see if everything lines up
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Findings reported in easily understood format