In issue 37 of Forensic Accounting Today, we introduced Evan Miller, CFP®/CDFA® and his associate Kathy Costas, CDFA®, our strategic partners, who focus their financial planning efforts on those who are currently engaged in or have recently completed the marriage dissolution process. The case story we unveil here helps visualize some of the key benefits we provide through our association with Evan and Kathy. As this presentation illustrates, client consultations with Evan can have a profound positive affect on the client’s decision making regarding community property division options. Our experience working together has taught us these services usually facilitate some of the attorney’s tasks, and improve client satisfaction. Please note that the names of the parties and some of the numbers presented have been changed out of respect for the client’s privacy. However, the decision making by the client and how it was arrived at are in accordance with the facts of the case.
Should you have questions concerning this case or our innovative financial planning services, you are welcome to contact Evan or me at our office.
Download Newsletter 38…