LITIGATION SUPPORT

DIVORCE

As a Certified Divorce Financial Analystâ„¢, Barbara assists divorcing clients and their attorneys with the following:

Individuals

  • Gaining an understanding of the financial aspects and consequences of your divorce

  • Assistance with the preparation of your financial disclosure and organization of your supporting documentation

  • Analysis of your spouse's financial disclosure and related information

  • Review of proposed marital settlement agreements to determine their impact on your financial future

Attorneys

  • Forensic accounting

  • Lifestyle analysis

  • Current and projected needs analysis

  • Review of retirement plans and insurance policies

  • Expert witness testimony

Barbara is trained and certified as a Financial Neutral in Collaborative Divorce.

TRUST AND ESTATE

We possess a broad understanding of the laws, regulations and standard which guide the probate and trust administration. We provide consulting expert services and expert witness testimony.

Our Focus

  • The Duty of Loyalty

  • Adherence to the Prudent Investor Rule

  • The Duty to Account

  • The Duty to Delegate

  • The Duty of Impartiality

  • The Duty to Administer

Our Experience

  • Trust and Estate Administration for over 35 years

  • Oversight of Fiduciary Activities for 22 years

  • Trust and Estate Administrator Instructor for 28 years

Advisory services offered through Pople Investment Management, a Member of Advisory Services Network, LLC.  Litigation Support consulting services offered through Pople Financial Consulting, Inc.  Advisory Services Network, LLC and Pople Financial Consulting, Inc. are not affiliated.