Charlotte, NC telephone (704) 896-5882 Mediation Services for North and South Carolina Convenient mediator offices at SouthPark and Lake Norman
Financial Issues We Will Discuss
This is just a sample of topics that are discussed in your financial mediation. Your mediator will guide you through a comprehensive process that not only includes the sample subject areas, but through areas which are often left unaddressed and unresolved.
Vacation property – including timeshares
Savings and bank accounts
Stocks, bonds, other securities and investment accounts
Government Pension Plans
Deferred Compensation Plans
IRAs, 401k, 403b
Stock Options, ESOPs
Refunds due, amounts owed, back taxes
Life Insurance Value
Collectibles, art, firearms, jewelry
Club memberships, season tickets, etc
Vehicles – value, titling after assignment
BUSINESS & RELATED
Credit card debts
Appropriateness –What are the future financial needs of each spouse?
Circumstances when increased, reduced, suspended, terminated; one-time cash settlement
6135 Park South Drive Suite 510 Charlotte, NC 28210 (704) 896-5882
Monday – Friday 8:30 a.m. – 5:30 p.m.
Lake Norman Office
18139 West Catawba Avenue Cornelius, NC 28031 (704) 896-5882
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