Divorce cases demand more than just legal expertise—they require a deep understanding of financial complexities. As a Certified Divorce Financial Analyst® (CDFA®), Maureen Walsh partners with attorneys, mediators, and clients to simplify intricate financial issues. Our collaborative approach ensures the legal and financial aspects of divorce are seamlessly addressed, helping legal teams deliver comprehensive solutions to their clients.
How We Assist:
At Financial Reset Plus, we collaborate with divorce attorneys and mediators who want to deliver more confident outcomes and financially sound settlements for their clients. With a Certified Divorce Financial Analyst® as part of your legal strategy, you gain a trusted financial partner who simplifies complex asset division, support negotiations, and long-term projections. Whether you're dealing with high-net-worth clients, intricate property settlements, or tax-sensitive distributions, our services ensure every financial decision aligns with your client’s best interest.
We don’t just deliver spreadsheets—we help you build a stronger legal case. By integrating financial consulting into your legal process, you gain insight into real-world implications of proposed settlements. Our strategic lens helps flag risks, guide decisions, and ensure financial sustainability for clients post-divorce.
How We Assist:
Financial affidavits are foundational to every divorce case, yet errors or omissions are common. We assist clients and attorneys by preparing, reviewing, and validating financial affidavits with precision. This ensures that the documentation submitted is accurate, complete, and court-ready.
Our financial review reduces the chance of inconsistencies that can lead to delayed proceedings, compromised credibility, or challenges in negotiations. With our support, you can be confident that the numbers reflect reality.
How We Assist CPAs:
Equitable division requires accurate, context-rich asset valuation. We evaluate everything from 401(k)s, pensions, and investment portfolios to real estate and deferred compensation plans. Our financial analysis provides the depth and context attorneys need to approach negotiation or litigation with confidence.
We also uncover the practical implications of asset division by illustrating liquidity, future value, and tax impact. This comprehensive analysis ensures your clients understand not just what they're getting—but what it will be worth over time.
How We Assist:
Before signing off on a settlement, we apply a critical financial lens to review the language and implications of proposed agreements. This helps avoid costly oversights and ensures terms are clearly defined, sustainable, and financially sound.
By assessing everything from asset division to spousal and child support language, we help attorneys finalize settlements that minimize the risk of future disputes or financial strain for clients.
How We Assist:
During discovery, it’s easy for critical financial details to be missed—especially in complex or high-conflict cases. We assist attorneys by reviewing tax returns, statements, and supporting documentation to uncover hidden assets, inconsistencies, or omitted disclosures.
Our discovery support helps legal teams build stronger cases by ensuring all financial elements are identified, verified, and clearly presented. This gives your case a more solid financial foundation from the start.
How We Assist:
Divorce often triggers significant tax consequences. Without expert guidance, clients may face unexpected liabilities that erode the value of their settlement. We provide tax-informed consulting to structure settlements that avoid unnecessary penalties and preserve value.
Whether you're dividing investment accounts or setting spousal support, we forecast tax outcomes to support smarter legal strategy. The result is a settlement that not only works in court—but works in life.
How We Assist:
Have Questions? We Have Answers
A CDFA® specializes in the financial aspects of divorce, helping attorneys identify and analyze complex financial matters. We translate financial data into strategic insights that support equitable settlements, reduce legal risk, and improve client outcomes. Whether it's reviewing financial affidavits or uncovering hidden assets, we ensure that every financial element of your case is addressed thoroughly.
The earlier, the better. Integrating financial consulting during case intake or discovery allows us to uncover discrepancies, identify high-risk financial decisions, and support affidavit preparation. Our involvement from the start ensures fewer surprises and better-informed legal strategies throughout negotiations or litigation.
We bring a financial lens to the settlement language, assessing whether the proposed terms are sustainable and clearly defined. This includes evaluating support obligations, asset division, and tax consequences. Our goal is to prevent costly oversights and reduce the risk of future disputes.
Yes. We analyze tax returns, bank statements, and other financial documents to identify inconsistencies or red flags. We also assist attorneys in building discovery questions and requests tailored to the specific financial dynamics of the case.
We can work directly with your client or operate behind the scenes as part of your team. Our role is flexible and confidential. Whether you prefer client-facing collaboration or strategic support in the background, we adapt to your workflow.
We evaluate how different settlement structures will impact your client’s tax obligations. This includes assessing the tax treatment of alimony, asset division, and retirement distributions. Our tax-informed strategies help attorneys structure settlements that are both legally sound and financially sustainable.
Copyright 2025. Maureen Walsh, CFP®,CDFA®. All Rights Reserved.
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