As you are aware…

One of the most tedious tasks in a pending divorce action is the organization, review and analysis of financial documents. Let us take it off your plate.

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Divorce Attorneys

TOP 5 Ways Synergy Financial Solutions can strengthen your practice.

Strengthen Your Negotiation Powers – We help you maximize your position for more favorable client settlements.

We quantify long-term financial pitfalls related to divorce agreements and forecast the true long-term disparity of the divorce settlement in today’s dollars. We do this by organizing and forecasting the details of all tax liabilities and benefits to help you create a stronger argument for what really is equitable for your client, both short-term and long-term. Developing a long-term forecast for their financial situation is far better than a short-term snapshot. Financial decisions must be made that not only take care of immediate family needs, but future financial needs as well, including retirement.
Quantifiable Metrics – Our team of professionals are experts at assisting clients with developing detailed visual tools, asset/liability maps, budgets, and quantifiable metrics to help plan for and avoid post-divorce financial struggles.

We help clients think through what the divorce will really cost in the long-term and develop a realistic monthly budget during the financial analysis process. Protecting that budget now and in the future means planning for unforeseen death, health catastrophes, and cost of living increases of the ex-spouse. Proactive steps taken now will ensure both your client’s present and future financial issues will be covered and addressed in a final settlement agreement.
Quicker Settlements – Our team can help your firm stream-line the settlement and negotiations process by providing interactive, organizational tools to illustrate various financial scenarios and their potential impact on your client.
Empowering Your Client – We focus on bringing simple visual tools to explain the financial “what-ifs” of life.

In the beginning stages of the divorce process, both parties spend a great deal of time trying to get a clear understanding of what can possibly happen to them and learning the financial aspects and terminology of what separation and/or divorce will mean. Our team can simplify and explain projected financial outcomes to your client through educational materials, such as videos and pamphlets, empowering them to make educated decisions throughout the proceedings.
Setting Realistic Expectations – Our knowledge and resources help reduce your client’s concerns about the divorce process.

Misinformation and misconceptions about the divorce process can adversely affect your ability to effectively represent your client. Many clients have false expectations that they will be able to secure a divorce settlement allowing them to continue with their accustomed style of living indefinitely. Financial divorce analysis helps to ensure a good, stable economic future and prevent long-term regret with financial decisions made during the divorce process.
Additional Benefits of having Synergy Financial on your team:

The additional benefits of having Synergy Financial on your team are numerous- including more creative outcomes, happier clients, and greater client referrals! I would love to meet with you face to face (virtually or in-person) and explain in greater detail our financial analysis process. Put yourself on our calendar HERE or call our office and our coordinator will assist you.