• Link to LinkedIn
  • About WDA
  • Attorney Testimonials
Call us now : 858-800-4176
Wellspring Divorce Advisors
  • Home
  • Locations
    • Denver, CO
    • Marin County, CA
    • Rhode Island
    • Rochester, NY
    • San Diego, CA
  • Divorce Options
    • Divorce Litigation Option
    • Divorce Mediation Option
    • Collaborative Divorce Option
  • Divorce Services
    • Divorce Financial Planning
    • Collaborative Divorce
    • Divorce Mediation
    • Attorney Services
    • Financial Planning after Divorce
  • Resources
    • Divorce FAQ’s
    • Dividing Personal Property
    • Post Divorce Financial Checklist
    • Common Divorce Financial Mistakes
  • Contact
  • Menu Menu
  • Home
  • Locations
    • Denver, CO
    • Marin County, CA
    • Rhode Island
    • Rochester, NY
    • San Diego, CA
  • Divorce Options
  • Divorce Services
  • Resources
  • Blog
  • Newsroom
  • Contact

First meeting with divorce attorney: How can I prepare?

First meeting with divorce attorney: How can I prepare?

January 29, 2017/in Divorce Financial Planning, Lists Worth Knowing /by Justin Reckers
divorce attorney

You can save a lot of money on attorney fees if you are organized and provide your divorce attorney with concise and complete information.  Here are some tips on how to prepare for your first meeting with divorce attorney.

Be prepared to discuss your marital problems with your divorce attorney but keep it concise and honest.

  • The longer you talk about the the lies, affairs and financial disagreements that ended your marriage, the longer your meeting will take and the more it will distract from the legal aspects and business transaction of your divorce proceedings. Talk to your mental health professional if you need a more emotional connection. Talk to your financial expert if you need assistance understanding the family finances and planning for your future. Do your best to simply state. Why, in your honest opinion, your marriage has come to an end.
    • Romantic infidelity?
    • Financial infidelity?
    • Financial Disagreements?
    • Life review?
    • No longer in Love?

An idea of what you want to get out of the divorce proceedings financially.

  • If you do not know what you want; Wellspring Divorce Advisors can build a plan for your financial future and communicate the results with powerful analysis and reports.
  • Some examples
    • Keep the House – Can you afford it?
    • Financial Security – What does this mean to you?
    • Long term spousal support
    • Not to go back to work
    • Children’s college education paid for
    • Financial autonomy
    • Purchase a new home

You should bring the following information to your first meeting:

  • Family information, including the names and birth dates for yourself, your spouse, and your children
  • The date and place where you were married
  • Current employment information for you and your spouse
  • An estimate of financial status including
    • Income (current pay-stubs and last three years tax returns would be best)
    • Expenses (if you have a budget bring it, if not let us know and we can help you prepare one)
    • Assets and Debts (account statements for mortgage, 401K, brokerage accounts, bank accounts, credit cards)

 

We suggest meeting with a Wellspring Divorce Advisor before or immediately after your first meeting with divorce attorney. We will help you put together a complete and detailed picture of your family finances before the attorney heads down the path of expensive formal discovery. We can also help you choose the right attorney and divorce process if you do not yet have one.

Tags: Attorney Fees, Certified Divorce Financial Analyst, Divorce Financial Planning, Divorce Planning, Financial Data Gathering, Financial Infidelity
Share this entry
  • Share on Facebook
  • Share on X
  • Share on WhatsApp
  • Share on Pinterest
  • Share on LinkedIn
  • Share on Reddit
  • Share by Mail

Categories

  • California Divorce Dictionary
  • Collaborative Divorce
  • Divorce Financial Planning
  • Divorce Mediation
  • Financial Infidelity
  • General
  • Gray Divorce
  • High Net Worth Divorce
  • Lists Worth Knowing
  • Military Divorce
  • Post Divorce Financial Planning
  • Prenuptial Agreements

Recent Posts

  • Dependency Exemptions & Child Tax Credits: We Get Why You’re Confused

    Dependency Exemptions & Child Tax Credits: We Get Why You’re Confused

    February 5, 2019
  • Who Should Move out When a Family Gets Divorced?

    Who Should Move out When a Family Gets Divorced?

    August 17, 2018
  • Divorce & Finances: Can you afford your new life?

    Divorce & Finances: Can you afford your new life?

    May 3, 2018
  • Protecting your Assets: How the TCJA will affect the Denver Housing Market

    Protecting your Assets: How the TCJA will affect the Denver Housing Market

    December 21, 2017

Archives

  • February 2019
  • August 2018
  • May 2018
  • December 2017
  • November 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • October 2016
  • August 2016
  • May 2016
  • April 2016
  • February 2016
  • November 2015
  • October 2015
  • September 2015
  • November 2014
  • October 2014
  • December 2013
  • July 2013
  • June 2013
  • April 2013
  • February 2013
  • January 2013
  • December 2012
  • November 2012
  • October 2012
  • August 2012
  • June 2012
  • May 2012
  • April 2012
  • March 2012
  • January 2012
  • September 2011
  • August 2011
  • July 2011
  • June 2011
  • May 2011
  • April 2011
  • March 2011
  • February 2011
  • January 2011
  • December 2010
  • August 2010
  • July 2010
  • April 2010
  • March 2010
  • November 2009
  • October 2009
  • July 2009

Get In touch

  • 703 Palomar Airport Road, Suite 240
    Carlsbad CA 92011
  • Phone: 858-800-4176
  • Email: jreckers@wellspringdivorce.com

Popular Posts

  • Dependency Exemptions & Child Tax Credits: We Get Why You’re Confused
  • Who Should Move out When a Family Gets Divorced?

© 2024 Wellspring Divorce Advisors.
  • Link to LinkedIn
  • Home
  • Locations
  • Divorce Options
  • Divorce Services
  • Resources
  • Contact
Link to: Dependency Exemption Non-Custodial Parents Link to: Dependency Exemption Non-Custodial Parents Dependency Exemption Non-Custodial Parents Link to: Social Security Statement in Divorce Financial Planning? Link to: Social Security Statement in Divorce Financial Planning? Social SecuritySocial Security Statement in Divorce Financial Planning? Scroll to top