Confidential + Voluntary + Controlled + Neutral = Mutually Acceptable Agreements

Steps of Other Mediations


1. Preliminary Meeting

We will meet together in a preliminary meeting to decide if mediation will work for you at this time. When a dispute happens there are many emotions and uncertainties. In this meeting, I will provide a detailed map of the mediation process. I will ask questions to see if both parties will benefit by the mediation process. We will discuss if your attorneys will be part of all the steps, only if needed, or only at the end.

2. Gather Information

Once hired, I will give everyone access to the Secured Portal to provide financial information along with several worksheets to complete with various options.  

3. Financial Spreadsheets and Budgets

I will create an asset and liability spreadsheet along with several proposed plans. Mediation only works if all parties are truthful and produce everything needed from your . 

4. Individual Meetings

I will meet with each of you individually to review your worksheets, the financial spreadsheets, and other plans. You will come up with a list of issues to address at the Joint Negotiation Session and, hopefully, will talk to the other party about these issues before the next session. These meetings can be held right before the Joint Negotiation Session. If there are many issues, we may decide to have many specific Joint Negotiation Sessions to cover each issue. 

5. Joint Negotiation Session

I will meet with all parties to identify any remaining problems to generate options with the goal of reaching an agreement detailing your financial division and other dissolution plan. You and your partner will create and sign a document either named a "Settlement of Meetings" or a "Mediated Settlement Agreement." 

6. Complete the legal process

You will take the "Settlement of Meetings" or "Mediated Settlement Agreement" to an attorney to complete the legal process - if needed.