Divorce Financial Portrait: The easiest process to divide your divorce assets starts here.
Our guided online process is a synthesis of Verified data and Human Expertise that delivers confidence and clarity throughout your divorce.
- Complete Questionnaire Assessment
- Assessment Meeting
- Professional Services Agreement
- Payment: After you sign the Professional Services Agreement, you’ll be provided with a secure payment link along with available payment options.
- Background Information: In this step you will provide us more detailed information about you.
- Launch Meeting: During this step, we will review your submitted background details, align on logistics and communication, give you a guided tour of your secure portal dashboard, and confirm the immediate next actions to keep the process moving smoothly.
- Financial Data: In this step, you will enter information about income, expenses, assets, and debts.
- Document and Expense Review: Consultation with your advisor to review your expenses and financial documents provided to date.
- Initial Portrait Review Meeting: Consultation with your Divorce Financial Specialist to review the initial data and documents you have provided. This review will also call attention to data that might have been overlooked and determine if additional supporting documents are required to support the final assessment.
- MDS Portrait Analysis: Consultation to review your custom division scenarios and review the final data which will be incorporated into your MDS Financial Portrait.