A clear financial foundation makes later decisions easier. I help gather, organize, and review financial records so assets, debts, income, and expenses are easier to understand and discuss with your attorney.

This may include review of financial documents, identification of missing information, income documentation, budget analysis, and organized summaries for attorney meetings, mediation, or settlement discussions.

Divorce decisions often depend on understanding what you own, what it is worth, how it is titled, and whether tax or liquidity issues affect its real value.

I review accounts, property, investment holdings, retirement assets, and other financial information to help create a clearer picture of the marital financial landscape.

Equity compensation can be difficult to understand and divide. I review RSUs, stock options, vesting schedules, grant documents, tax considerations, and division issues so you and your attorney can better understand what these assets are and how they may affect settlement.

Pensions require careful analysis because the value depends on plan rules, timing, survivor benefits, and the method used to divide or offset the benefit.

I evaluate pension information and explain the practical differences among available division approaches, including present value calculations, monthly benefit division, survivor benefit considerations, and offset options.

If you brought assets into the marriage, received gifts or inheritances, or made post-separation contributions, those amounts may need to be traced through financial records.

I review statements and transaction history to help document where funds came from, where they went, and whether the records support a separate property claim.

Settlement terms affect cash flow, taxes, liquidity, retirement timing, support duration, and day-to-day financial stability after divorce.

I compare proposed settlement structures and explain how different choices may affect your financial life over time, including after-tax cash flow, support duration, budgeting, and long-term sustainability.

When financial records are incomplete, confusing, or inconsistent, I review account statements, tax returns, credit card records, and related documents to identify missing information, unexplained transactions, or issues that need clarification.

The goal is to separate meaningful financial questions from ordinary account activity and help create a clearer factual record.

In some cases, historical spending needs to be documented for support discussions or comparative budgeting.

I review income, spending, and cost-of-living records for a defined period and prepare practical summaries that help show the household’s financial pattern. Because this work is time-intensive, it is usually reserved for cases where standard expense declarations are incomplete, disputed, or insufficient.