Collaborative Law
A collaborative law financial neutral plays a pivotal role in conflict resolution scenarios, particularly in divorce proceedings. This professional acts as an impartial expert, tasked with assessing and managing the financial aspects of the case. Unlike traditional roles in legal disputes, the financial neutral does not advocate for either party. Instead, they focus on providing a clear, unbiased analysis of the financial situation, including assets, liabilities, income, and expenses. Their goal is to facilitate an equitable distribution of financial responsibilities and assets, ensuring a fair and mutually agreeable outcome. By doing so, they help reduce the adversarial nature of the proceedings and promote a cooperative, solution-focused environment.
As a Financial Neutral in Collaborative Law, I’m dedicated to supporting both men and women as they navigate the intricate financial landscapes during significant life transitions. The question I often encounter from clients is, “Am I going to be okay?” For me, this role is not just a profession; it’s a calling. Having witnessed the challenges individuals face when confronted with financial decisions amid emotional turmoil, I understand the importance of neutral, informed guidance. Ideally, my intervention comes at the earliest stages of transition, ensuring that everyone is on an even playing field. My mission is to be the steady hand and voice of financial clarity, ensuring that every individual has the informed guidance they deserve, irrespective of gender.
Training
- Divorce Financial Planning Training Center, Phoenix, AZ (December 2022-November 2023)
- Specific Sub-Topics:
- Family Law Software
- High Conflict Personalities in Divorce
- Federal Retirement Plans
- Small Business Evaluations
- Separate Property Tracing
- Pension Valuations
- RSUs
- Expert Witness Testimony
- Divorce and Special Needs Children
- UW Milwaukee Continuing Education: Certificate in Family Mediation (May 2023)
- Arizona State University: Collaborative Law Training (October 2023)