Non-marital tracing identifies and documents property and assets that spouses hold separately. Examples include premarital assets, inheritances, and gifts. Non-marital assets are frequently not divided as part of the marital estate.
Engaging a financial professional like HDV Financial early in the process allows you and your attorney to make more strategic decisions. We work with clients during settlement, ADR processes, and litigation. Your attorney may recommend working with us when financial issues are complex or in dispute.
The financial professionals at HDV Financial can assist as a party’s own financial expert or as both parties’ financial neutral. We can also serve as the mediator or Financial Early Neutral Evaluator during an alternate dispute resolution process. Regardless of the role, an impartial financial professional like HDV Financial can provide an objective analysis to help parties reach a resolution based on a clear, shared understanding of their financial situation.
Our cash flow analysis services are vital for parties seeking reasonable and impartial spousal support or child support calculations. Our analysis looks at historical income, tax returns, lifestyle, and business financials, if applicable, to determine cash flow so the parties or Court can make an informed decision on support.
Depending on our role, we can prepare reports with the expectation that they will be used in Court. Every document we produce is clear, concise, thorough, and transparent. We adhere to professional standards and provide expert testimony when required.
To perform our financial services, we typically request tax returns, bank statements, investment account records, loan applications, business financials where applicable, and other supporting documents to conduct our thorough analyses.
Yes. HDV Financial can help parties resolve post-decree matters, including spousal maintenance or child support modifications or terminations.
The engagement process typically begins when a referring attorney contacts a financial professional at HDV Financial to inquire about availability and to identify any potential conflicts of interest. Once the conflict is cleared, an initial call is scheduled with the attorney or attorneys if it’s a neutral engagement. During this call, the scope of work is defined, including the specific tasks to be completed, how information will be shared, relevant case details, and any upcoming deadlines. Following this discussion, a document request is sent to the parties or their attorneys. If documents have already been exchanged, they are forwarded to HDV Financial, and a supplemental document request may be prepared if needed. An engagement agreement and retainer request are then sent to the appropriate party or parties. Once the agreement is signed and the retainer is received, the engagement is formally initiated, and work can begin.
Because each case is unique, it’s difficult to provide a definitive cost upfront. Our services are billed hourly, and the total cost depends on the complexity and nature of the matter. More complex or highly contested cases typically require more time and resources, which can increase the overall cost. For simpler tasks, we are often able to provide an estimated fee range based on our experience with similar matters.
