Clients We Work With

The majority of clients we work with fall into the following groups:

Our role is to assist you and your client and be part of your team during the divorce process. We provide expert analysis, value and support in high asset divorce cases. Some examples are:

  • Expert Witness Report for High Asset Divorce Cases
    • In the State of Minnesota, having worked with many clients during or immediately following a divorce, it is common for courts to assume an immediate, income return on liquid assets equal to 4% (or more) of the portfolio value that are to be withdrawn for current living expenses before the client reaches her full retirement age. In my experience, I have found this approach cannot be justified by sound financial planning for several reasons.

      While good intentioned, when the 4% rule of thumb for income withdrawals is used in divorce cases, this method ends up harming a person’s financial situation as they try to move forward in their life post-divorce. The client faces the danger of running out of money during her lifetime and can end up living well below her marital standard of living.

      I wrote a 19-page report that is customizable for each client’s financial situation to be used in a court trial. It describes in detail what the withdrawal rate should be based on current economic conditions and information rather than using a method that does not correctly calculate a client’s return on assets.

      Please contact me to learn more about how this report can help support your case and your client.
  • Expert witness testimony
  • Create professional, detailed reports using Family Law Software to illustrate asset division, budgets for one or both parties, and settlement scenario options to provide support your case
  • Any of the services under Divorce Planning listed above. Helping a client create a detailed budget is one of the most common services where I can provide value.