3 Steps to prepare for a client meeting with Settlyd
I though it would be helpful to share how I am preparing for a Cooperative Family Law settlement conference this morning where the support issues are dominant:
1. After receiving both parties Financial Dec's, I ran a straight Schedule A Child Support calculation and saved the pdf to my client's folder on Dropbox.
2. Next I opened the Net Income Worksheet and populated the appropriate fields. In the "Other" category I lumped in SC taxes, voluntary IRA contributions and each person's "page 2" expenses from the Fin Dec. Now I have a clear financial picture and can see where the support need may be and I save this to my client's folder on Dropbox
3. Email the PDF's to my client and the other attorney for review and discussion during our settlement discussions.
And it is all billable time!
Be well, stay safe, and thank you for your membership!
Guy and Sean, Charleston




