Over the 13 years since Families First Mediation first opened, we have continually heard about the lack of support for financial disclosure; from clients and professionals alike. We focus on exceling at providing this support to our own clients and are now extending it to professionals.
We know that many single lawyers and small firms don’t have in-house resources with a deep understanding of financial disclosure. We also know that many family mediators are great at parenting plans but uncomfortable with financials. This service exists to help remove the frustrations that both lawyers and ADR professionals feel in supporting clients through completing clear and concise financial disclosure.
Let’s face it, people don’t like financial planning at the best of times and unless you work with the forms regularly, they aren’t very user friendly. Your client may not want to share information with you, or their ex. They may not understand why the information is needed or how it’s used. They overshare about assets and liabilities that aren’t theirs. They need hand-holding and additional support to gather data and prepare their financials; that’s where we come in.
We have the expertise to help your clients through this process seamlessly. With our service, YOU retain the relationship with the client because YOU are our client. The relationship, agreements, and billing are done through your brand.
Julie Gill is a Certified Divorce Financial Analyst (CDFA), a Certified Specialist in Family Separation Finances (FDRP Fin) and spent 20 years in the financial industry. She deeply understands the required information, forms, disclosure, and planning. Although Julie owns Families First Mediation and Separation Coach.com this new service is available to fit your unique business and brand. A separate domain, email, and phone number is used for working with us. We work with your client based on your needs and requests. You own the relationship. We are like a back office for you to help your clients complete the financial disclosure process.
Through our agreement:
- You can be secure knowing there will be no recruiting of your clients
- Confidentiality will be maintained
- All notes will be provided to you and become part of your file
- Information will be transferred between you, your client, and separationfinancials.ca safely through Sync.com
- You can choose between signing an ongoing agreement with us or individually for each client
- As a certified specialist in family mediation (FDRP Med) and a qualified family arbitration screener (QFAS), Julie will continue to screen for financial abuse, domestic violence, intimate partner violence and power imbalances and provide insight to you
- As a mediator you can chose to have Julie act as a financial neutral in mediation and/or co-mediate the financial issues with you
- We will ensure your clients know why each piece of information is needed and fully understand the financial disclosure they prepare for you.
We know clients want to avoid it, waive it, or provide inadequate financial disclosure. We will work in the background to ensure you have the most complete information possible, freeing you to focus on the areas where your clients really need you. This will create not only efficiencies but clients who are in a better position to work with you and make informed decisions.
To find out more about this service, visit https://separationfinancials.ca/, email admin@separationfinancials.ca or call us at 416-800-1954 to discuss how we can work together.
