YOUR ATTORNEY NEEDS IT,
BUT YOU'RE A DEER IN HEADLIGHTS
We get it.
The 24-page New York State document is excruciatingly detailed and the last thing you want to do right now is comb through the finances of your marriage - but it must be done, and it must be done right. This single task facilitates the equitable division of marital property and is the foundation for spousal + child support. Your negotiations, your divorce settlement and your future financial wellbeing depend on it.
THE VALUE IN US DOING IT FOR YOU
Reclaim Your Life.
Besides saving you the time, bandwidth and emotional energy of having to download statements, and sort + calculate data for your net worth statement, our work will make you the most transparent and thorough person in the courtroom.
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We provide bulletproof figures backed by organized documentation so that there's little-to-no room for dispute in front of a judge. This level of honest and accurate financial detail enhances your credibility in any game of "he said-she said-they said," particularly when compared to a dishonest spouse who might be trying to falsify information, deceive or manipulate.
WHAT YOU CAN EXPECT
Fast, accurate results.
The first step is a free 30-minute consultation to gauge whether we are a good fit to work together and to discuss your macro timeline + needs.​
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The next step is to meet in person to get started. Katheryn will bring:
- Our Working Relationship Agreement + Non-disclosure Agreement (NDA)
- Her empathetic, non-judgmental, non-biased vibes + laptop
- Net Worth Statement (NWS) Checklist
- The ability to keep us focused
- Emotional support
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You will need to know the specifics from your Attorney on how many years of the marriage we are looking back on and what the current comparative period is that should be assessed. In this meeting, we will discuss the full scope of the work and you decide how you would like to proceed.​
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Most clients want to do as little work on this as possible and leave everything to Katheryn, with average projects taking 20 hours to complete at a total cost of $4,000. Your NWS project will depend on the amount of work you do or don't want to do, as well as how many accounts and years need to be assessed. In every case, our goal is to make this process as painless as possible and help you create an NWS that wows the courtroom.
BONUS
Confidence.
Our work will make certain that you don't overstate information to the court and face backlash. It will also make certain that you don't understate information to the court and potentially undercut the settlement.​
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And one of the biggest benefits we've seen come from this process is empowerment. Having the full macro picture of your marriage financials, calculating + knowing what you'll need for the next chapter in your life, and being able to step into it with a sense of what's possible, is priceless. No matter what, you'll be OK and we will help you feel that.
ABOUT
Founder + Principal, Katheryn Keller
She has worked in Financial Services since 2004, holds a BA in Legal Studies and is certified in Dispute Resolution as well as Mediation. In 2018, Katheryn began working independently with high net worth clients to complete the 'homework' assigned by their Attorneys and Accountants for various complex financial projects.
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An eye-opening 2019 referral led Katheryn to solving for just this one issue when a woman who had given up her career to raise her children sat in paralysis on the NWS for her divorce. She needed a detached and savvy, yet empathetic third party to get it done for her because years of emotional abuse had rendered her incapable of doing it without spiraling down the rabbit hole of her past.
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What the client had guessed was about $15k/mo in expenses, turned out to be over $70k/mo when all was taken into account. Needless to say the precise accounting of her financials secured a more appropriate settlement, moving her securely into the next chapter of her life. And referrals from her divorce group poured in.
