Trust & integrity: Our recipe for success
Our aim is to be flexible and listen to our client's needs in order to gain a full understanding of the challenges they face
Our intention is to be a resource for our clients, through this process we can determine all possible scenarios and situations that could take place. This process helps us to best understand our clients so we can help them navigate the financial complexities of divorce.
Next Step Divorce Solution’s 5-Step approach will guide you peacefully, one step at a time, to make your divorce procedure easy and less infuriating.
Initial Consultation
In our initial meeting, you will sit down with our CDFA® who will learn about your situation and understand the desired outcomes of each party. We will then provide you with a checklist of documents and client data sheets to complete.
Paperwork & Clarity
You will provide us with all relevant financial documents so we can begin our evaluation and more clearly determine the next step. We will use this time to also provide any necessary education and clarity about your current financial situation so that all parties are on the same financial playing field of understanding.
Analysis & Report
After acquiring a complete insight into the situation and the financial information, our experts will proceed to assess and complete all the data entry, analysis, and report preparation requirements for your next appointment with your lawyer and/or mediator
Presentation
Before mediation, we’ll sit down together with your attorney to talk through settlement possibilities and what each option could mean for you and your family. This time is meant to give you peace of mind and help you feel prepared for what’s ahead. We’ll make sure you and your attorney have everything you need to walk into mediation with confidence.
Complete & Agreement
When an agreement is reached, we’ll meet again to review the details and gently guide you through your next steps. Our goal is for you to step into this next chapter feeling supported, steady, and ready for what comes next.
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Certified Divorce Financial Analyst® with over 15 years in the financial industry, provide expert financial analysis to better guide you through your asset division.