Support for Family Law Attorneys and Their Clients

Clear financial analysis that strengthens your case strategy

Financial Declaration Preparation

Organized, complete financial affidavits with supporting documentation. My goal is to make your client’s submission accurate, consistent, and easy for the court or opposing counsel to review.

Asset Valuation & Analysis

Clear, detailed valuation of marital and separate assets, including business interests, pensions, retirement plans, real estate, and investment accounts. Complex assets are unpacked in a way that supports your strategy and keeps everyone grounded in the numbers.

Separate Property Tracing

Systematic tracing of pre-marital assets, gifts, inheritances, and post-separation contributions. The end result is a clean, defensible summary of separate versus community property.

RSU & EQUITY COMPENSATION ANALYSIS

Evaluation of restricted stock units, stock options, vesting schedules, tax implications, and division strategies for technology-sector or other equity-heavy employees.

Pension Valuation

Detailed pension analysis, including present value calculations, break-in-service adjustments and survivor benefits.

Forensic Financial Investigation

Targeted financial analysis to identify hidden assets, unexplained withdrawals, and unusual activity across bank records, credit card statements, and tax returns. Findings are presented in a clear, organized format suitable for negotiation or further inquiry.

Lifestyle Analysis

A practical, well-documented review of marital standard of living using bank statements, spending categories, and financial records — useful for maintenance discussions or comparative budgeting in high income cases.

Settlement Scenario Analysis

Side-by-side comparisons showing how proposed settlement terms affect each party’s long-term financial stability. This includes tax-impact modeling and after-tax cash flow projections so you can negotiate with clarity.

Expert Witness & Case Support

Professional declarations, clear financial exhibits, and testimony for hearings or trial as needed. My focus is to present financial information in an organized, straightforward format that supports your legal strategy and fits naturally into the court’s review and decision-making process.

Cultivate Stronger Cases Together

Partner with a CDFA® who provides the detailed financial analysis that supports your legal arguments. Let’s discuss your client’s needs.
Schedule a Consultation with Betty