Litigation Support for Marital Dissolution

Making your client a better negotiating partner with structured financial guidance.

When Financial Expertise Meets Legal Strategy

Lawyers in the marital dissolution space know that guiding clients through divorce is about more than legal frameworks—it's about helping people navigate deeply emotional and often disorienting territory. While statutes outline how to divide assets, they don’t address the fog of fear, uncertainty, and emotional strain that can cloud sound decision-making. That’s where we come in—to help make your client a more informed, confident negotiating partner alongside you.

Successful negotiation takes more than legal expertise—it takes a client who feels financially grounded. Someone who understands what they have, what they need, and what each option really means. Our role is to bring clarity to complexity, offering clear, objective financial guidance that supports both you and your client—not just with data, but with thoughtful insight and calm perspective.

Life’s biggest decisions often straddle the emotional and the financial—and divorce is no exception. We help quiet the noise, organize the unknowns, and guide your client through the trade-offs that shape their future. From dividing long-held assets to imagining what comes next, we support them in making choices with purpose and clarity. In close collaboration with you, we provide steady insight and emotional steadiness—helping your client meet this transition with resilience and renewed confidence.

About Our Litigation Support Services

We offer a collaborative, flexible process—welcoming attorney involvement at any level or working directly with the client. Our goal is to cut through emotional turmoil and financial complexity, offering a practical, calming presence throughout. We provide a clear, forward-looking roadmap to help clients regain stability and make confident financial decisions post-divorce.

Review & Analysis

We analyze and interpret financial documents to ensure clarity and relevance in your legal case. Our focus is on uncovering what matters most—organizing, evaluating, and distilling financial information to support informed decisions and productive negotiations.

Financial Modeling

Our Capital Sufficiency Analysis models how assets may perform post-divorce—assessing income needs, growth potential, and inflation. By aligning settlements with realistic long-term needs, we help clients move forward with stability. This forward-looking approach enables more thoughtful decisions and supports long-term financial health after dissolution.

Expert Witness Services

We are regularly retained as expert witnesses, providing detailed financial reports and Court testimony. Our understanding of long-term asset class returns and sustainable withdrawal rates helps to establish settlements that promote financial security and reduce future litigation. By grounding our analysis in historical data and proven principles, we help attorneys and clients achieve more durable legal outcomes.

Why Choose Us?

Proven Expertise: 30 years of financial planning and 15+ years of expert witness work

Tailored Approach: Strategies aligned with the legal nuances of your case

Clear Communication: Financial matters explained in plain, actionable terms

Professional Integrity: We prioritize confidentiality and client-first service above all else

Beyond Litigation: Ongoing Financial Planning, Investment Advisory, and Trustee Services

The in-depth analysis and close relationships formed during the litigation process often create a natural bridge to ongoing engagement — whether through our Wealth Management or Trustee services. We use the Capital Sufficiency Analysis created for negotiation as the foundation of the client’s post-dissolution Personal Financial Planning to craft a long-term Investment Policy that aligns with the goals established in the divorce process.

Investment Advisory

We provide institutional-grade investment strategies tailored to your long-term goals and risk tolerance, based on a comprehensive financial plan and thoughtfully guided by a personalized Investment Policy Statement (IPS).

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Financial Planning

Comprehensive goals-based and cash-flow based financial planning tailored to your unique goals, helping you achieve financial independence and long-term security through personalized, actionable strategies.

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Trustee Services

Our Principals help carry out the wishes of a trust by serving as Trustee or Co-Trustee—offering guidance, continuity, and partnership with your family, ensuring decisions reflect intent--even as circumstances change.

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Looking for assistance with complex marital dissolution matters?

Discover how our comprehensive litigation support and capital sufficiency modeling can make your client a better negotiating partner and provide a framework for building a strong legal strategy in complex disputes.

Call us at (303) 672-9876 or email This email address is being protected from spambots. You need JavaScript enabled to view it. to request a discovery call.