Divorce Financial Services
Kelly is a Certified Divorce Financial Analyst (CDFA) as designated by the Institute for Divorce Financial Analysts. She is also trained in the Collaborative Law process and is qualified to participate as a Financial Coach in these proceedings.
Her expertise includes property division, pension valuations, determination of spousal support, post-separation budgets, and apportionment of separate and community property from co-mingled accounts.
Property Division: We summarize a couple’s balance sheet to help determine a fair division of communal property.
Pension Valuations: We value the worth of a spouse’s pension to assist in the division of property.
Support Calculations and Post Separation Budgets: We calculate spousal and child support and develop budgets and financial projections to assess the long-term impact on both parties.
Tracings: We determine separate and community property assets from accounts that have been co-mingled.
Affiliated with Washington Collaborative Divorce Options
Member of Institute of Divorce Financial Analysts
Member of the International Academy of Collaborative Professionals
Member of King County Collaborative Law
“I highly recommend Kelly Deis. She really saved the day for me.
“I was going through divorce proceedings after a 25 year marriage that included pension valuations in the property distribution. My first QDRO lawyer quit on me just 35 days before my court date because I hadn’t done the valuation language properly. I was in a panic. I found a new QDRO lawyer who had me hire a financial person. My search led me to Kelly Deis at Soundpoint Consulting. What luck. She was able take the information and forms I had gathered and get the complicated pension valuations to me within a week. Once I had my pension valuations from Kelly, my QDRO lawyer and I were able to complete the needed documentation in time for my court date, all because of Kelly’s expertise. Thank you Kelly!”
Teacher, Seattle, WA
- Property Division
- Support Calculations
- Post Separation Budgets
- Asset Tracings
- Business, Pension and Stock Option Valuations
- Financial Neutral for Collaborative Law Process