A 30 minute meeting (via phone, Zoom, or in person if local) is scheduled to discuss financial concerns, legal deadlines, and available documentation. A recommended scope of services, estimated timeline, and fee structure are provided after the meeting.

Once the scope is agreed upon, a formal engagement letter is issued outlining the work to be performed, applicable hourly rates or flat fees, and confidentiality terms. Services begin upon receipt of the signed agreement and retainer.

Documentation is requested through a secure upload portal such as bank statements, tax returns, credit card statements. Once received, they are organized based on the needs of the case.

A systematic review of financial records is conducted to identify income patterns, asset movement, and potential irregularities. This may include categorizing deposits, analyzing spending behavior, and tracing transfers across accounts.

Key findings are documented in a clear, organized format appropriate to the needs of the case. This may include written reports, annotated exhibits, schedules, or visual summaries. Reports are tailored to assist in settlement discussions, mediation, or trial preparation.

Assistance with discovery requests, deposition preparation, rebuttal analysis, and strategy consultation with legal counsel. Expert testimony is available for depositions, hearings, and trial.