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In my last newsletter, I addressed the topic of the AFI: the Affidavit of Financial Information. More specifically, I addressed it from the point of view of a woman facing divorce, and the challenges that she (and by extension, you) face when trying to complete it.

One of my attorney clients once told me, “The AFI, hands down, is the most important thing you can help with.”

I’m a numbers person. As an attorney, I’ll guess that you’re not. (One of my attorney clients told me, in a moment of candor, “When I went to law school, they promised me there wouldn’t be any math!”)

As an attorney, sometimes you’re handed a no-brainer case, almost like a gift. On the surface, this Jane Doe story will seem like one of those. Which begs the question: Why did Jane’s attorney, in this story, call on me?

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While this is certainly a “Jane Doe story,” I was actually hired as a neutral in this case. It’s one of these stories whose details will make your eyes glaze over. That’s exactly what it did to Jane’s attorney.

Divorce is a difficult process that can have an impact on finances. Post-divorce budgeting is something that many people struggle with, and it's not just about paying the bills. It has to do with how you view your new lifestyle and adopting a new mindset around making financial decisions.

Jane had been married for 15 years, when her husband, a successful professional, hit her out of the blue with divorce papers. As his practice had grown, he decided it was time to “upgrade” his wife.