Financial Neutral Services for Mediators

As a financial neutral and Certified Divorce Financial Analyst® (CDFA) with New York’s 40-hour ADR mediation training, I partner with mediators to keep negotiations fact-based, efficient, and durable, supporting both spouses with transparent analysis that helps move from positions to options

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Why Mediators Trust Us

  • Neutral to both spouses. Transparent, shared workpapers; no hidden analyses.

  • No legal advice. I collaborate with you and counsel, staying in the financial lane.

  • Confidential mediation environment. No expert testimony unless jointly retained under a separate agreement.

  • Process-friendly. I attend joint sessions or caucuses as you prefer—virtual or in person.

How I Support Your Mediation

Complete financial picture
Organize disclosures and build a clear marital balance sheet (assets, debts) and cash-flow for each party.

Scenario modeling
Side-by-side comparisons of settlement options with tax, liquidity, support, and long-term sustainability impacts.

Support guidance context
Translate guideline inputs/outputs into cash-flow reality; provide affordability ranges.

Retirement division & QDRO coordination
Outline split mechanics and timing & legal drafting.

Post-agreement planning
Implementation checklists (accounts, beneficiaries, withholdings, rollovers), and a path for ongoing planning if requested.

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Your Expected Deliverables

  • Marital Balance Sheet (with characterization notes where provided)

  • Cash-Flow/Lifestyle Analyses (current and projected)

  • Support affordability ranges and tax context

  • Settlement Scenario Workbook (side-by-side comparisons)

  • Plain-English summary for the MOU / term sheet

  • Implementation checklist (accounts, rollovers, beneficiaries, withholdings)

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

How We Work Together

Flexible, client-first engagement. Meet in our or your office, or virtually—whatever keeps momentum and reduces stress.

A simple, three-step process

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1) Establish the baseline

  • Joint intake with the mediator

  • Document request, normalization of data, and Statement of Net Worth / Financial Statement (jurisdiction-specific) support

  • Marital balance sheet, individual budgets, income normalization (W-2, K-1, bonus/equity)

Two individuals working at a table with laptops and documents, discussing and analyzing data.

2) Model options

  • Compare offers and “what-ifs”: keep/sell home, buyouts vs. support, retirement-for-cash trades, business buyout structures

  • Quantify taxes, liquidity, support cash-flow, and risk effects over 1–10 years

  • Create neutral exhibits for joint sessions and caucus use

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3) Support agreement & implementation

  • Translate the chosen option into numbers the attorneys can paper

  • Coordinate with QDRO counsel/administrators, CPAs, and planners as needed

  • Provide a post-mediation implementation checklist so nothing falls through the cracks

GET STARTED TODAY

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