Divorce Settlement Case Study and Spreadsheet Example - Property Statement | Financial Mediation

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Welcome to The Divorce Allies Podcast, where we delve into all aspects of the divorce process, from financial settlements to emotional well-being. I’m Anna Graham, your small business mentor, here to help you explore your next chapter. In today’s episode, I’m joined by Melissa Gragg, financial mediator and negotiation expert, as we take a deep dive into a real-time settlement case study.

Melissa demonstrates how to use her proprietary spreadsheet to organize assets, debts, and financial data to create a clear and effective settlement offer.

5 Key Takeaways:
The Role of a Settlement Spreadsheet
Melissa’s spreadsheet is a vital tool for visualizing and organizing assets, debts, and financial details, allowing for informed and equitable settlement offers.

Key Financial Details to Gather
Include property values, mortgages, retirement accounts, bank statements, car values, and any debts like credit cards, student loans, or back taxes. Start with factual data to build a solid foundation.

Consideration of Special Cases
Situations like inheritances, separate assets, or hidden finances require detailed documentation and may involve legal challenges if not agreed upon.

Splits Aren’t Always 50/50
Settlements focus on equitable distribution, factoring in income-producing (e.g., businesses, investments) versus income-depleting assets (e.g., homes, cars). Adjustments ensure fairness rather than equal splits.

Take Control of Your Divorce Journey
Whether through tools like Melissa’s spreadsheet or resources from The Divorce Allies, being proactive in gathering information and creating a clear settlement offer can save time, money, and stress.

Melissa Gragg
CVA, MAFF, CDFA 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

Anna Graham
https://www.ellimarketing.com/
https://www.thedivorceallies.com/
https://www.valuationmediation.com
314-313-5033

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