The Zen Path

Our Path to achieve a peaceful financial separation

  • Step 1: Goals and Interests

    Our first step together is to discuss how you would like your divorce to proceed and identify and issues of high importance to you, such as financial stability and what that means to you. I wil explain the process and steps and show youhow you control the pace of our progress.

  • Step 2: Information Gathering

    The Declaration of Disclosure (Financial Affidavit, Sworn Financial Statement, etc. depending on your state) is the first and most daunting substantive task we need to complete for your divorce. We will talk about the data and statements required, what the values are used for, and how I will assist you in completing this task. We will discuss the concept of separate and community property. This s a check in for both of us to ask questions about the data and statements being uploaded.

  • Step 3: Information Evaluation

    We will meet once the first pass of the financial data entry is finished to walk through the forms together and ensure they are accurate and complete. We may have a couple of draft iterations but then you will e-sign the documents (if required in your state) and they will be uploaded to Dropbox with all attachments for you to review.

  • Step 4: Option Generation

    Once the data gathering portion is complete, we can begin the analysis phase of the process. We will work live through division of community property scenarios, both on a pre- and post-tax basis. We will look at your net income after expenses and taxes reports, as well as net worth reports through multi-year projections. We may explore additional analysis and reports as situationally appropriate.

  • Step 5: Option Evaluation

    After identifying one or more community property division scenarios we will, if applicable, explore spousal and child support. Child support is determined by a state-specific calculation, while spousal support is determined by several factors and not a single calculator. We will explore a range of values to find one that is fair and agreeable.

  • Step 6: Resolution

    When you have made your informed decision about the path forward and submitted all financial agreements to be included in your Marital Settlement Agreement, we will review additional considerations for your financial future, including tax filing options for the year of divorce, changes to beneficiaries, insurance, financial advisor referrals, estate planning changes, etc.