. . .why not just “ask the judge?”

  • Mediation is a confidential process for resolving disputes. A neutral professional mediator assists the parties to reach a mutually acceptable resolution of their issues. The mediator does not take sides or make decisions, but assists people in sharing information, identifying goals and discussing options. Mediation offers a very cost-effective and less invasive alternative to the traditional litigation process. For most families, there is nothing of value to be found in court. The people in the conflict are far more familiar with the problems to be solved, and better able to clearly communicate what each needs to feel heard, respected, and treated fairly.
  • Mediation is sometimes described as facilitated or assisted negotiation. This option works best when the parties are able to sit together and, with the mediator’s help, develop problem-solving solutions on their own.  Of course, some families will require more support than mediation provides (see “What is Collaborative Divorce?” page).
  • Frustrated Judge

    The judge is just the “decider.”

    Bridges professionals are available to help parties mediate their family disputes, in a private, neutral and safe process. We have extensive training in negotiation and conflict resolution techniques. Our role is to ensure that the process remains respectful and works to develop win-win solutions that might not otherwise occur within the families. Don’t put up with this guy’s frustrations.

  • Finally, the judge is the just the “decider.” The courts are crowded, rigid and public. Even if you insist on “seeing the other side in court,” rules of evidence and time pressure usually won’t allow you to satisfy your desire to be heard. A mediated solution is a hand-crafted solution.

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Randall Poff, Retired Collaborative Attorney and Family Mediator

What is a Financial Neutral?  A financial neutral is a member of a collaborative divorce team or a mediator who helps couples find, organize and understand their financial information and facilitates a process of educating, visioning and creating a plan for settlement. They often have the designation “Certified Divorce Financial Analyst” (or CDFA).

What are the Benefits? 

  • Under the best of circumstances gathering financial information is complex, tedious and fraught with emotion, negative habits and fear. This gives a neutral, calm and supportive environment for that task.
  • Helps the couple understand their finances in a comprehensive, integrated way without denial or avoidance. Look at it, shine a light on it, organize it and understand it.  These are tasks many of us spend a lifetime avoiding and yet are skills that can begin a process of transformation.
  • Helps the couple understand assets, financial issues and the impacts of their decisions, short and long term.
  • Helps them identify interests, the elements of a plan and how to assess it.
  • Helps them come to reality from the magical thinking we all engage in from time to time, which can be so destructive.

What are the Qualities of Financial Professionals?

  • They are trained in Collaborative practice and/or mediation.
  • They have a breadth of knowledge in financial matters pertaining to families, including asset valuation, tax, cash management, budgeting, investments and retirement.
  • They have a knowledge of fundamental legal concepts regarding financial issues in family law matters including marital and non-marital property, equitable distribution, spousal support and child support.
  • They have facilitative skills, are neutral, open minded, creative and are team players.
  • They have an ability to educate persons who have an insufficient knowledge or understanding of the relevant financial concepts and present financial information in a clear and meaningful format.

What are the Tasks of a Financial Neutral?

  • To help you identify your high-end goals. Do you want each of you to have enough money to live comfortably? Own a home? Have your respective lifestyles be approximately equal?  Retire early?  Get some education and start a new career?
  • To create accurate reports of budgets, cash flow, asset and liability property division reports that are easily adjusted and recalculated for consideration of different options and ideas, including tax ramifications.
  • To do long term projections for different options considered for support and property division, including retirement planning.

How Financial Neutrals Benefit Attorneys and Mediators

  • They create reports to work with that get the case moving quickly.
  • Save staff time and expense collecting and entering client information.
  • Save money for clients. One financial neutral gathers information rather than two lawyers doing the same thing.
  • Runs reports to show the effect of different settlement options in real time at negotiation meetings.
  • Helps guide clients with reality checking as a neutral.

At Bridges Collaborative Divorce Solutions, we have many different skilled individuals to balance what is needed for a thoughtful, intelligent and well-planned divorce settlement. You use only what you need in terms of professional help. It’s delivered with care and compassion. Share this Blog article with others and save it for yourself. You don’t have to get divorced to benefit: These services can also be used for prevention.

To learn more about working with a financial neutral, contact one of our Professionals at Bridges Collaborative Divorce Solutions.

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Dona Cullen, Attorney at Law / Mediator
Financial Neutral
5200 Meadows Rd Ste 150
Lake Oswego, OR 97035

503-867-1763
Dona’s Website
Email Dona