As a divorce professional you are aware of the complex world and various aspects that affect your clients through a divorce, both during the settlement process as well as post-decree. It is impossible to be the do-it-all professional who is the expert on the emotional issues, financial concerns now and in the future, settlement facilitator and protecting their legal rights – and quite frankly, we don’t have the time.
We are trained and specialize in one area where we do our best work. Our hearts, work and clients, bind us together with an ultimate purpose of helping each individual transition well through the tumultuous life event of divorce. The following are ways in which our work can benefit our mutual clients thereby also dramatically improving their overall experience during this process.
The following are specific indications of when A.M. Financial can help your client if one or more of the following is occurring:
Maintenance/Child Support is a significant portion of total income (more than 30%)
Numerous financial obligations such as maintenance/child support, debts, tuition or operating a business
Several asset types, such as IRAs, Roth accounts, 401(k)s, stock options, pensions, real estate, etc.
Cash needs from assets
Refinancing/purchasing a home
Health insurance needs post-divorce
Tax concerns regarding division of property
Fear and anxiety getting to a financial settlement
Consistent concerns regarding the ability to meet needs and priorities
Inexperience managing finances
Need a pension valuation? Contact our office today and we can help you with your pension valuation needs.
Lunch and Learns
Amy offers educational courses tailored to many divorce professionals including mediators, attorneys and mental health professionals. She presents a family law CLE course approved for 2 credits called ‘Avoid Financial Errors in Divorce Settlement’. If you are interested in scheduling a presentation at your office or other venue, please contact our office.
Due Diligence Support
Have you done your due diligence regarding the various assets and debts involved in your case? Is the opposing party's cash balance account worth what is stated on the statement? Have you crossed your T's and dotted your I's to meet fiduciary standards and ensure your client's financials? A.M. Financial provides settlement review services to provide legal professionals with due diligence support. Please contact our office for more information or review the service agreement here.