Step 3: Review Information and Preferences, Develop Options and Create Final Solution

To Do:
• Review couple’s parenting plan preferences
• Discuss unresolved parenting plan issues and create options
• Resolve parenting plan issues and negotiate solutions from options
• Review documentation and valuation of couple’s assets and debt and preferences
• Discuss unresolved asset and debt division issues and create options
• Resolve asset and debt division issues and negotiate solutions from options
• Review couple’s estimated future income and expenses
• Discuss unresolved issues, develop options for child and spousal support and review financial projections based on various options
• Resolve support issues and negotiate solutions from options

Typical Timeline:
• Team phone conference before each joint meeting to prepare agenda, discuss status
• 6 way meeting for neutral coach to present parenting plan preferences and neutral financial to present asset and debt documentation, valuation and preferences, discuss unresolved issues
• 3 way meeting between each Collaborative attorney and client to analyze financial information in detail and
• 6 way meeting to resolve outstanding parenting plan and asset division issues by developing options and negotiating final resolution
• 6 way meeting to discuss future income and expenses estimates, develop child and spousal support options and review financial projections
• Resolve support issues and negotiate final solutions
• Team debriefings after each meeting
• Coach prepares and circulate summary after each joint meeting

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