Asset tracing, financial reconstruction, and spending analysis for legal matters.
Behind-the-Scenes Consulting Expert
I work behind the scenes to support attorneys with the financial aspects of complex legal matters. My services include reconstructing accounts, tracing assets, organizing financial records, and identifying the story within the numbers so attorneys have the information needed to evaluate claims, negotiate settlements, prepare for mediation, and develop case strategy.
Because I do not provide expert witness testimony, my role is centered on confidential financial analysis, record organization, and litigation support. By transforming complex financial information into clear, organized reporting, I help legal teams focus on strategy, advocacy, and informed decision-making.
Core Services
Asset Tracing
Tracking the movement of funds across multiple accounts, transfers, cash withdrawals, and related-party transactions to identify exactly where money moved and how it was utilized.
Lifestyle & Spending Analysis
Detailed review of spending behavior, historical personal expenditures, and cash flow patterns to assess standard of living, discretionary spending, and financial inconsistencies.
Financial Reconstruction
Organizing and rebuilding incomplete, altered, or disorganized financial records into clean, chronological timelines and schedules, giving you the exact data points you need for depositions, interrogatories, and cross-examination prep.
Source & Use of Funds Analysis
Identifying the exact origins of disputed funds and tracing precisely how they were disbursed or commingled.
Practice Areas Supported
Family Law: Divorce asset tracing, hidden income discovery, and marital standard of living analysis.
Probate & Estate Law: Fiduciary accountings, estate disputes, and elder financial exploitation investigations.
Civil Litigation: Partnership conflicts, breach of contract involving disputed funds, and complex financial disputes.
Criminal Law: Behind-the-scenes data organization for fraud, embezzlement, and white-collar defense intensive in financial records.
Streamline Your Next Financial Discovery
Don’t waste billable hours sorting through disorganized bank statements. Let me find the financial narrative for you.