I.     GOAL ASSESSMENT / ANALYSIS*
II.    PREPARATION OF CLIENT ROADMAP TO REACH GOALS
III.   DETERMINE AND OBTAIN NECESSARY DISCOVERY DOCUMENTATION
IV.   VALUATIONS, EVALUATIONS AND CALCULATIONS** as necessary
V.    NEGOTIATIONS
VI.   CONSTRUCTION OF SETTLEMENT AGREEMENT OR PREPARATION FOR TRIAL
VII.  FINAL JUDGMENT

*It is important to assess not only yours’ but your spouse’s goals to evaluate in advance, the barriers to obtaining your goals.

**Reassessment and adjustment of the outcome goals at this step is essential as you begin to analyze discovery, obtain expert opinions and factual foundations for support and equitable distribution (or alimony need and ability to meet need; asset and liability valuations) and barriers to goal attainment.