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Neutral Financial Professionals in the Collaborative Family Law Process

Neutral Financial Professionals in the Collaborative Family Law Process

The neutral financial professionals are members of COACDP and adhere to the high standards of training, qualification, and commitment to the Collaborative process. Their role is that of an objective, unbiased third-party who provides clients and their lawyers with the following services:

  • Assistance in gathering financial information by requesting and organizing the documents
  • Analyze and evaluate financial data provided by the clients and lawyers
  • Preparation of reports such as marital balance sheet and cash flow reports
  • Education to the clients regarding tax and financial issues
  • Education to both parties in order that both clients may make independent and informed decisions
  • Assistance to the clients as they explore ideas and options regarding the financial and tax issues with the assistance of reports illustrating the various plans that the clients have come up
  • Tracing and analysis of assets and liabilities for purposes of identifying pre-marital, gifted, or inherited property
  • Assisting the clients in developing budgets
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Clifford R. (Kip) Cloud

Clifford R. (Kip) Cloud View Profile

Elaine Buck

Elaine Buck View Profile

Tom H. Nagel

Tom H. Nagel View Profile

Bobbie Corley O'Keefe

Bobbie Corley O'Keefe View Profile

S. Scott Haynes

S. Scott Haynes View Profile

Carol Ann Fey

Carol Ann Fey View Profile

Robert N. Wistner

Robert N. Wistner View Profile

Sandra W. Davis

Sandra W. Davis View Profile

Heather G. Sowald

Heather G. Sowald View Profile

Robert Koblentz

Robert Koblentz View Profile

Linda J. Miller

Linda J. Miller View Profile

Nancy L. Sponseller

Nancy L. Sponseller View Profile

Jeffrey D. Fish

Jeffrey D. Fish View Profile

Margaret (Peggy) L. Blackmore

Margaret (Peggy) L. Blackmore View Profile
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