—  SERVICES FOR ATTORNEYS —

A Certified Divorce Financial Analyst (CDFA) on your team provides the financial information and insight you need to efficiently and effectively negotiate the most advantageous settlement for your client. We can work directly with you in litigation, mediation, and collaborative practice. We offer detailed financial information, expert analysis, and ongoing support to prepare your case and assist you in reaching a settlement. 


Our services include:

Information Collection & Form Preparation

We help gather and assess all your client’s pertinent financial data and prepare the Schedule of Assets and Debts and Income and Expense declarations to support you in precisely defining and defending your position on your client’s marital standard of living.

Clarifying Client Expectations

We educate your clients on the financial reality of their situation by addressing their concerns and managing their expectations so they can make informed, unemotional decisions. 

Expert Witness

Sam Hubbard has been qualified by the Superior Court of Georgia as an expert in the fields of:

  • Financial Analysis
  • Divorce Financial Planning

 

Litigation Support & Settlement Negotiations

As a member of your divorce team, we provide financial guidance and support, including analysis to quantify and validate your client’s financial situation. We work with you to develop options for complex and contentious settlement issues, including child support and alimony scenarios. We also serve as an expert witness. 

Stock Option Evaluation

Compensation settlements involving a highly compensated spouse are very complicated and could result in costly errors. We guide you and your client through the negotiation pitfalls of stock holdings, providing detailed analysis of stock options, restricted stock, and stock appreciation rights.

CDFA Services at a Glance

  • Powerful financial case exhibits
  • Expert witness testimony
  • Preparation of Financial Affidavit
  • Preparation of Income and Expense reports
  • Projected cash flow analysis
  • Settlement option analysis
  • Financial education for your client
  • Child support and alimony insurance and protection
  • Tax implications and solution