Partner Perspectives

Insights from our network of trusted professionals

At S.N. Forensics, we believe some of the best insights come from collaboration. Our Partner Perspectives blog features articles from attorneys, public adjusters, mediators, financial professionals, mental health professionals, and other colleagues sharing their experience on issues that intersect with forensic accounting, litigation, valuation, insurance claims, and financial disputes.

Calm Is a Financial Strategy: Preparing Divorce Clients to Face the Numbers

By Cherie Morris, J.D., CDC, www.DearDivorceCoach.com

In divorce matters, financial uncertainty can quickly become emotional, particularly when one spouse was not primarily responsible for managing the household finances during the marriage. In this Partner Perspective, divorce and conflict coach Cherie Morris, J.D., CDC, explores how shame and anxiety can affect a client’s ability to gather documents, understand financial analyses, ask questions, and make thoughtful decisions. She explains why “calm is a financial strategy” and offers practical ways attorneys, mediators, forensic accountants, and other professionals can help clients move through the financial disclosure process with greater confidence and clarity. 

She Was Never Bad with Money. She Just Wasn’t the One Managing It: The two gaps I see in almost every woman who sits down with me, and what helps close them.

By Rhonda Noordyk, CDFA®, CFEI, CDS | CEO & Founder, Women’s Financial Wellness Center, www.womensfinancialwellnesscenter.com 

Not managing the family finances does not mean someone is “bad with money.” Rhonda Noordyk, CDFA®, CFEI, CDS explores two gaps she frequently sees in women navigating divorce: confidence and information. She discusses how incomplete knowledge of assets, from retirement benefits and deferred compensation to business interests, can affect financial decisions, and why asking questions, building a complete financial inventory, and working with the right professionals are important steps toward an informed settlement.

Navigating the Loss: How a Public Adjuster Can Strengthen Your Commercial Claim

By David Melzer | Property Claims Consultant, www.propertyclaimsconsultant.com

A major commercial property loss can leave business owners managing both the immediate disruption to their operations and a complex insurance claim. David Melzer of Property Claims Consultant explains how a commercial public adjuster can help manage the claim from initial assessment through settlement, advocate for the policyholder, identify potentially overlooked components of the loss, and coordinate the professionals needed to support the claim. He also discusses how forensic accountants can complement that process by independently analyzing and quantifying business interruption and other financial losses.

It's a Hard Squish: Estate Planning for the Sandwich Generation

By Emilee K. Lawson Hatch, Esq., www.lawsonhatch.com 

Caring for aging parents while raising children can leave families juggling responsibilities across multiple generations, often without a clear plan for what happens when circumstances suddenly change. Emilee K. Lawson Hatch, Esq., founder of Lawson Hatch, PLLC, explores the unique estate planning challenges facing the “sandwich generation,” from powers of attorney and health care proxies to planning for children with special needs. She also discusses why organizing the financial picture before a crisis arises can help families, fiduciaries, and their advisors identify gaps, protect assets, and reduce the potential for conflict later.