A Resource for the Professionals Guiding Divorce
Verified financial clarity. For the clients you guide.
The MDS Financial Portrait™ is a verified, organized, and analyzed financial roadmap built to support your work, not to replace it. We do not provide legal advice, manage investments, or take sides. We deliver facts your client can use and you can rely on.
01 · The Deliverable
What your client receives, and what you can rely on
The Financial Portrait™ gives clients a document supported view of their marital estate, cash flow, lifestyle, and settlement options, so attorneys, mediators, and divorce professionals are not left building strategy from incomplete statements, client guesses, or last minute spreadsheets. Clients also receive access to a guided online portal for secure document upload, status tracking, and direct communication with the MDS team.
Statement of Marital Estate
Every asset, debt, and account identified, classified, and documented to the fullest extent available. Organized for fast review.
Budget and Lifestyle Analysis
A monthly expense breakdown grounded in actual records. Real cash flow before support, settlement, or sustainability questions reach the table.
Settlement Division Scenarios
Side by side scenarios modeled from the verified picture, including tradeoffs that may offset documentation gaps or reduce the need for costly discovery.
Support Calculations
Spousal and child support modeled from documented income and expense data, with a clear distinction between figures that are verified and figures that are reasoned.
Executive Compensation and Complex Assets
RSUs, stock options, real estate, and business or third party interests analyzed for usable value and after tax impact, not just face value.
Verified Financial Data for State Specific Disclosures
Verified data formatted for financial affidavits ready for court and tailored to the requirements of your state.
02 · The Professional Value
What this means for your practice
Instead of spending valuable time chasing documents, sorting through incomplete records, or relying on summaries created by the client, you receive a structured financial picture that helps identify the issues that matter.
03 · The Team Behind Every Portrait
Three dedicated roles, built to work with yours
Each role is distinct, each specialist focused on their area, and together they create one organized, verified financial foundation for your client.
Your Financial Analyst
Divorce Financial Specialist · CDFA®
Leads the gathering, organization, and analysis of the financial picture. Models complex holdings for real, usable value and after tax impact. Holds the CDFA® designation and is a certified mediator.
Settlement Navigator
Legal Liaison
A working partner for legal teams. Specialist in real estate and business assets. Gathers data for affidavits and discovery, interfaces directly with counsel, and identifies tradeoffs that may offset documentation gaps or reduce costly legal hours.
Your Process Guide
Client Manager
The continuity professional who keeps everything moving. Manages portal access, document uploads, and scheduling so nothing falls through the cracks and your communication stays uninterrupted.
04 · The Right Moment
When to refer a client
MDS is especially helpful when any of the following is true for a client on your desk.
- They are overwhelmed by financial documents and do not know where to begin.
- They are unsure what they own, what they owe, or what anything is worth.
- They are preparing for mediation and need one organized, neutral picture.
- The estate includes complex assets: RSUs, stock options, executive compensation, business interests, or third party holdings.
- They must complete mandatory financial disclosures and the data behind them is scattered or incomplete.
- They are struggling to understand the financial impact of settlement options on the table.
The earlier the client has a verified financial picture, the more productive the professional process becomes.
05 · The Process
From referral to ready for review
We handle the gathering, verification, and assembly. You receive a deliverable prepared for counsel review, mediation, or settlement strategy.
Gather
Guided checklist via secure portal. We tell the client exactly what is needed.
Analyze
The MDS team reviews every document, traces every dollar, and builds the picture. Gaps are captured in a deficiency list to guide further investigation.
Assemble
The Portrait is crafted. Scenarios, valuations, budget, disclosures.
Deliver
A professional roadmap ready for mediation, settlement strategy, or counsel review.
The Financial Clarity Gap
Your strategy is only as strong as the numbers beneath it
When pressure spikes, clients agree too quickly and overlook tradeoffs that could work in their favor. The Financial Clarity Gap is the distance between what feels settled today and what holds up long term. It does not only affect the settlement. It affects how efficiently your entire professional team can work on the client’s behalf.
The MDS Financial Portrait™ closes that gap. Before they sign.
The Financial Clarity Gap
Trusted by the people divorce runs through
Attorneys, mediators, and financial professionals rely on the Portrait as a credible, neutral resource.
The entire team at My Divorce Solution does great work. They do an excellent job of creating financial portraits for their clients and making sense of complicated financials.
06 · The Partnership
What we commit to your practice
MDS does not replace the attorney, mediator, coach, valuation expert, forensic accountant, or tax professional. It delivers a more informed client and a verified financial framework, so you can focus on the strategy, counsel, and decisions for which you were retained.
- Verified analysis backed by documentation, never estimates dressed up as facts.
- Flexible service & payment options that your clients can plan for. No hourly surprises.
- Clear communication channels with your office throughout the engagement.
- A deliverable that complements your work and is built to your standards.
- Confidentiality and discretion for every professional referral.
- Transparency about what we know, what we have modeled, and how.
No Conflict of Interest
We do not sell investments, manage assets, or earn commissions. Our analysis is driven entirely by the client’s best interest, with no competing incentives and no quiet referrals. At the client’s request and with the client present, MDS connects directly with counsel to align on approach, so every member of the team works from the same foundation from the outset.Share Your Expertise
Be a guest on the WeChat Divorce podcast
As part of our commitment to transforming the divorce experience, we invite you to share your expertise on WeChat Divorce, our podcast dedicated to demystifying the financial aspects of divorce. As a guest, you can:
- Highlight your professional insights and services.
- Educate and inspire listeners navigating the complexities of divorce.
- Build connections with other experts in the industry.
Connect Your Practice with MDS
Together, we can improve the way divorce is done
A more efficient, financially clear, cost effective, and less stressful process, for you and for your clients. Email us to discuss how we can support your practice.