For Attorneys and Legal Professional

By partnering with a fee-only, fiduciary Registered Investment Advisor led by a Certified Divorce Financial Analyst®, your clients gain clear, reliable financial insights—while you stay focused on the law.

Why Partner with FMD Wealth Advisors?

Reduce exposure
We handle the financial and tax analysis your clients expect, keeping you out of liability-prone territory. Our role is strictly financial; you remain the legal expert.

Strengthen negotiations
Clear models, exhibits, and plain-English charts help quantify trade-offs and support your strategy in mediation or court.

Increase capacity
Send the “what does this mean for my money?” questions to us. We organize data, build scenarios, and field post-decree financial questions—so you can devote more time to casework.

Grow your practice
Better client outcomes lead to stronger reviews and more referrals.

We provide financial analysis and planning. We do not provide legal advice.

How We Work with Your Firm

Flexible collaboration—your office, our office, or virtual. Our process is designed to be fast, rigorous, and easy to integrate with your workflow.

A simple, three-step process

A desk with a keyboard, a white Apple mouse, a black and gray marker, and ten orange sticky notes arranged in a pattern on a gray wooden surface.

1) Clarify the financial picture

  • Inventory and verify assets, liabilities, income, and expenses

  • Prepare and review jurisdiction-specific financial affidavits/financial statements

  • Analyze the opposing party’s disclosures; identify gaps or anomalies

  • Build preliminary views on child-support and spousal-maintenance ranges

  • Establish cash-flow needs and near-term liquidity

Two people working at a wooden desk with laptops and papers, one is writing with a pencil.

2) Model options & support negotiations

  • Side-by-side settlement “what-if” scenarios with tax and cash-flow impact

  • Real-time mediation support to quantify proposals and trade-offs

  • Valuation and offset analysis for pensions, retirement plans, equity comp, and the marital residence

A woman with short brown hair, wearing a mauve long-sleeve shirt, standing in front of a window with a cityscape outside. She is holding a pair of glasses to her chin and looking at colorful sticky notes arranged on a glass wall.

3) Implement & reduce post-decree friction

  • Transition support (retitling, rollovers, QDRO coordination with counsel and plan rules)

  • Budgeting, investment, and tax-aware cash-flow plans so clients call us—not you—for financial questions

  • Reduce uncertainty, keep lifetime taxes in view, and turn complex choices into clear, defensible next steps.

Services We Offer

Divorce is a legal process with complex financial consequences. We provide the technical depth and clear communication your cases demand.

Two business professionals shake hands across a table, one holding a pen, as they exchange a formal agreement or contract in an office.

Document & Case Support

  • Settlement Readiness
    A comprehensive stress test of proposed terms: taxes, liquidity, retirement sustainability, benefit coordination, and distribution mechanics. Designed to surface hidden risks before terms are finalized.

  • Financial Affidavit / Statement of Net Worth Support
    Preparation, review, and organization of client financials; opposing-party review to spot inconsistencies.

A person working at a desk with a calculator, open notebook, charts, a small keyboard, and a monitor.

Analysis & Calculations

  • Analysis & Calculations

    • What-if scenarios (cash flow, taxes, sustainability)

    • Pension valuation and offset analysis

    • Marital and separate property analysis (tracing and characterization)

    • Property divisions with clear schedules and implementation steps

    • Spousal-maintenance and child-support modeling (with tax considerations)

    • Retirement plan division support and QDRO coordination (with your guidance and plan rules)

    • Business interests, RSUs/stock options, and deferred-compensation review

    • Home feasibility: answer “Can I keep the home?” with a detailed budget report covering mortgage, taxes, maintenance, reserve

A person gesturing with their hand while sitting at a table with a laptop, smartphone, and documents, in a meeting or discussion setting.

Post-Settlement Transition

  • Account consolidation and beneficiary updates, rollovers/retitling, tax-aware investment and cash-flow planning

  • Ongoing client education to reduce post-decree call volume to your office.

    Ready to collaborate on your next matter?

    Request a case consult and we’ll tailor our support to your client and your strategy.

GET STARTED TODAY

Take the first step toward a secure financial future by partnering with FMD Wealth Advisors.