WHAT WE CAN DO FOR YOUR CLIENTS
With the guidance of our Certified Divorce Financial Analysts® we can help with many pieces of the puzzle:
• Document Preparation
• Cash Flow Projections
• Financial Neutral in Collaborative Divorce
• Mediation Services
• Cost Savings
• Division of Retirement Assets
• Forensic Accounting
• Locate Forgotten Investments
• Settlement Analysis with Settlyd©
• Asset Movement Assistance Post Settlement
• Serve as Financial Expert Witness
HOW WE CAN HELP YOU AND YOUR PRACTICE
Time
We give your team more time back to keep your business moving, allowing you to focus on the aspects of your job you enjoy the most.
We work closely with your team to streamline the process and provide hands-on assistance for your clients to ensure your practice continues to operate efficiently.
Analysis
We can take financial and settlement analysis off of your hands. It's our specialty, and it never has to slow you down again.
Client Support
We are able to serve as a "First
Responder" for your clients and their financial questions. We can help keep them on track when collaborating with your team. We can identify red flags that may hinder your clients' financial independence, and strategize to empower, educate, and advocate for their financial futures.
GET TO KNOW US
We are a team of passionate people who have found a need for financial advocacy, empowerment, and divorce support. To solve that need, we collaborated closely with attorneys in developing our service offerings.
Through our concierge approach, we can "hand hold" clients in order to gather the necessary financial records and details attorneys require to streamline the legal process.
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With Phoenix Financial Advocates in your corner, much of the heavy lifting can be passed to us. We are focused on creating a very personal experience for each and every client, educating and empowering them to move forward with confidence.
How are we different?
Although we have employees who are trained in investment management, we are NOT financial advisors. We have the knowledge to assist clients in finding investment management services to meet their needs, but we do not offer investment advice. Many Divorce Analysts use the certification as a gateway into gaining client assets. That is not our goal or our business model.
It is important to us that we do not EVER have conflicts of interest (as are all too common in the financial industry): because of this, we do not take referral fees or third-party payments. Our sole commitment is service to our clients' best financial futures.
