Lake Peak Associates | Certified Public Accountants

Collaborative

Neutral Financial Professional Services for Collaborative Divorce

Collaborative Divorce is the alternative divorce approach offering the parting couple the support, protection, and guidance of their lawyers and other professionals, without going to court. With their Collaborative Divorce Team, the parties work together respectfully to negotiate a mutually acceptable settlement, creating shared solutions acknowledging the highest priorities of all.

The role of the Neutral Financial Professional, or Financial Coach, is to work with both divorcing parties for the process and not a particular individual. Our goal is to actively lead both parties towards a positive resolution of the situation, amenable to all.

The Neutral Financial Professional has three main tasks:

  • Gather financial information and learn about the financial needs, goals, and concerns of the divorcing parties.
  • Educate both parties about their current financial situation and potential future issues.
  • Present the data to the collaborative team through analysis, documentation and illustrations which typically include current and future net worth and cash flow analysis; budgets; comparison of different settlement options.

Lake Peak Associates LLC provides a knowledgeable and supportive environment where questions, misunderstandings and fears of financial issues may be discussed openly and safely.

Donald and Jean are both members of the International Academy of Collaborative Professionals, and the New Mexico and Santa Fe Collaborative Practice Groups.

Hourly rates and retainer requirements are available on request.