Our Services
Life & Divorce Navigation Services
Life’s most significant transitions often bring financial complexity and emotional strain. When clarity, organization, and strategic direction are needed most, Dietrich Partners serves as an independent, supporting financial advocate. Dietrich helps clients and their advisors navigate high-stakes life events, such as divorce and estate planning, by aligning the numbers with the narrative—bringing structure to chaos and ensuring informed, confident decisions.
CLIENTS CALL US TO:
- Provide objective, defensible financial analysis to support litigation or mediation strategy
- Prepare net worth and net disposable income statements
- Compile and prepare transparent financial disclosure documents and respond to extraneous document requests
- Provide tracing and categorization of separate vs. marital assets (opening balance sheet forward)
- Assist with the discovery and investigation of complex or concealed financial activity
- Draft and track a comprehensive financial and lifestyle narrative
- Coordinate and record results from experts (i.e., valuation, estate, data forensics, and tax professionals)
- Prepare a detailed inventory of assets, liabilities, trusts, and property
- Support vocational analysis
- Track and assist in the distribution of final settlement (estate distribution, permanent orders)
How We Can Help
Financial Clarity During Transition
We help clients organize, trace, and analyze financial information to build a clear, accurate position of their assets, liabilities, and income—supporting better decisions throughout divorce, estate, or life transitions.
We help clients organize, trace, and analyze financial information to build a clear, accurate position of their assets, liabilities, and income—supporting better decisions throughout divorce, estate, or life transitions.
Disclosure & Documentation Support
We prepare detailed, transparent financial disclosures and respond to document requests with professionalism and precision—ensuring compliance, reducing risk, and maintaining credibility in legal settings.
We prepare detailed, transparent financial disclosures and respond to document requests with professionalism and precision—ensuring compliance, reducing risk, and maintaining credibility in legal settings.
Asset Tracing & Classification
We identify, categorize, and trace assets, including distinguishing marital from separate property in order to uncover and account for concealed or complex financial activity.
We identify, categorize, and trace assets, including distinguishing marital from separate property in order to uncover and account for concealed or complex financial activity.
Settlement & Estate Distribution Oversight
We track, verify, and reconcile settlement terms, estate distributions, and financial obligations—providing a clear roadmap and accountability for all parties involved.
We track, verify, and reconcile settlement terms, estate distributions, and financial obligations—providing a clear roadmap and accountability for all parties involved.
Strategic Coordination with Experts
We collaborate with attorneys, valuation professionals, tax advisors, and wealth managers to ensure alignment and accuracy across all aspects of the financial narrative.
We collaborate with attorneys, valuation professionals, tax advisors, and wealth managers to ensure alignment and accuracy across all aspects of the financial narrative.
Narrative & Lifestyle Story
We track and build a comprehensive financial and lifestyle narrative bringing context to the numbers in order to support your legal position, clarify intentions, and help others understand your lived experience.
We track and build a comprehensive financial and lifestyle narrative bringing context to the numbers in order to support your legal position, clarify intentions, and help others understand your lived experience.
