Financial Disclosure Packages
Individual Financial Disclosure
Mediation/Collaborative Financial Disclosure
Mediation/Collaborative Financial Disclosure
- initial individual interview
- online checklist
- review sort and compile documents
- complete Form 13.1
- PDF formatted statements
- secure online sharing with client and client's lawyer
Mediation/Collaborative Financial Disclosure
Mediation/Collaborative Financial Disclosure
Mediation/Collaborative Financial Disclosure
- initial interviews with each spouse
- online checklist
- review sort and compile documents
- complete Form 13.1
- complete Net Family Property Form
- PDF formatted statements
- secure online sharing with clients/mediator/ both collaborative lawyers
Litigation/Court Disclosure
Mediation/Collaborative Financial Disclosure
Litigation/Court Disclosure
- initial individual interview
- online checklist
- review sort and compile documents
- complete Form 13.1
- complete expenses summary
- PDF formatted statements
- secure online sharing brief with lawyer
Financial Forecasting Packages
Individual Plan
Mediation/Collaborative Plan
Mediation/Collaborative Plan
- review of current proposals
- creation of summary assumptions
- 2 financial scenario projections
- 4 other forecasts as required such as future mortgage payments, future income projections, etc
- 2 meetings with Eva
Mediation/Collaborative Plan
Mediation/Collaborative Plan
Mediation/Collaborative Plan
- review of current proposals
- creation of summary assumptions
- 2 financial scenario projections
- 4 other forecasts as required such as future mortgage payments, future income projections, etc
- 2 meetings with Eva
Litigation/Court Plan
Mediation/Collaborative Plan
Litigation/Court Plan
- review of current proposals
- creation of summary assumptions
- 2 financial scenario projections
- 4 other forecasts as required such as future mortgage payments, future income projections, etc
- executive summary report
- 2 meetings with Eva
