Compile, Organize and Inventory Financial Information
Identify Gaps in Information
Present Detailed List of Financial Inquiries for Formal and Informal
Discovery
Analyze Assets and Liabilities
Prepare Historical Lifestyle Analysis
Estimate Immediate Needs
Prepare Net Worth Statements
Develop Realistic Budgets
Review Income and Business Tax Returns
Track Money Flows Before and During Divorce, through Personal and
Business Check Registers, Bank, Credit Card, and Brokerage
Statements; Other Financial Activities such as Funded Trusts,
Partnership Accounts, and Charitable Giving
Identify Complex Compensation Issues
Evaluate Wealth Preservation Techniques
Hourly fees apply and a retainer in advance may be required
Highest standards of confidentiality and client privacy are maintained
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