Comprehensive Services
Comprehensive Divorce Financial Planning
We provide full-service divorce financial planning to help individuals and attorneys navigate the division of assets, income, retirement accounts, and future cash flow. Our expertise ensures equitable outcomes with clarity and confidence, including defensible, detailed analysis & reporting of your best settlement options.
QDRO Facilitation
We coordinate with QDRO attorneys and plan administrators to ensure proper division of retirement accounts, including 401(k)s, pensions, and IRAs, with tax-efficient strategies and long-term impact in mind.
Mediation Support
We support mediators and collaborative divorce teams with unbiased financial analysis, asset division modeling, and equitable settlement scenarios.
Marital & Separate Property Tracing
We trace and analyze financial accounts to determine the marital or separate nature of assets, including inheritances, premarital property, and business interests. Our reports are defensible and detailed.
Tax Preparation & Representation
An IRS Enrolled Agent has unlimited rights to represent taxpayers before the IRS for any tax issue in all 50 states. We provide independent, fair & professional tax preparation, planning & representation services when required. Click here to visit our tax office.
Expert Witness Reporting
We prepare detailed, defensible expert reports that meet the highest standards of family law litigation. Our reports are structured in full compliance with Utah Rule of Civil Procedure 26, ensuring admissibility and clarity in both mediation and trial settings.
Each report includes clearly stated expert opinions, the underlying financial data and methodology, full disclosure of credentials, compensation, and testimony history — eliminating procedural objections and strengthening your case.
Whether for income analysis, asset tracing, lifestyle review, or business valuation, our expert documentation is trusted by attorneys, mediators, and the courts.
Business Valuation Services
Our Certified Valuation Analyst (CVA) provides accurate, defensible business valuations tailored to divorce. We analyze financial statements, industry trends, and ownership structure to ensure fair valuation.
Executive Compensation
We evaluate RSUs, stock options, bonuses, and other executive compensation plans to ensure proper division and long-term financial clarity for both parties.
Lifestyle Analysis
We conduct lifestyle and spending analyses to assess standard of living, evaluate claims of dissipation, and support spousal support or child support negotiations.
Post-Divorce Financial Planning
After the divorce is finalized, we can help clients rebuild their financial future with personalized plans for budgeting, investments, retirement, taxes, and rebuilding credit.