Shepherd Financial Partners | The Collaborative Divorce Process atShepherd Financial Partners
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
Shepherd Financial Partners is an independent, full-service financial and wealth management practice. Our goal is to provide you with superior, comprehensive financial and wealth management services in the context of a personal, long-term commitment.
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The Collaborative Divorce Process at
Shepherd Financial Partners

The Collaborative Divorce Process at Shepherd Financial Partners

Shepherd Financial Partners is committed to assisting couples as they navigate divorce. The divorce process can vary greatly from one couple to the next depending on the complexity of the divorce and the relationships of the people involved. 

While the spectrum of legal options extends from Do-It-Yourself divorce to lengthy court proceedings, most divorcing couples find themselves somewhere in-between. The collaborative divorce process, also known as collaborative divorce law, is one such option that combines the merits of legal experts and collaboration.

Collaborative Divorce is an approach that centers on the spousal commitment to work together towards a settlement. Both parties are represented by counsel, but the parties and their attorneys agree, in writing, to attempt to settle the matter without litigation or even the threat of litigation. They promise to take a reasonable stand on every issue, to keep discovery informal and cooperative, and to negotiate in good faith. To enable this spirit of reasonable terms and open discovery, collaborative divorce teams often include a financial planning professional such as a CDFA®. This is where Mark Shepherd, CDFA®, and his divorce service team at Shepherd Financial Partners play a central role in the collaborative divorce process.

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The Role of Mark Shepherd, CDFA®

As part of the collaborative divorce team, Mark Shepherd works as a neutral partner to unravel the complex financial considerations that come with divorce. Mark does so in a manner that is straight forward and transparent to all members of the divorce team. Through a thorough examination of family financials, resources, and goals, Mark provides guidance in many areas including:

  • Input on financial terms such as child support, alimony, and the division of assets based on current law and the family’s financial situation.
  • Analysis of complex income situations and stock option holdings and their tax consequences.
  • Recommendations on pensions and retirement plans.
  • Analysis of the financial impact of decisions both in terms of the near-term effects and the impact on the financial future of the family.
  • Fact-based analysis instrumental in finalizing a workable settlement.

More information on our divorce planning services are available on our website at ShepherdFinancialPartners.com.

 

For additional information, please reach out to our office at (781) 756-1804 or email us at Divorce@ShepherdFinancialPartners.com.