Financial services are private services not overseen by the court. These services can include, but are not limited to the following:

1. Organizing financial information (i.e. bank statements, insurance records, investment accounts, tax documents, bills, etc.)
2. Preparation of forensic accountings including the acquisition and compilation of necessary financial data.
3. Preparation of court required accountings including the organization and compilation of necessary financial data.
4. Assisting with bill paying (e.g. Matching invoices to insurance benefits statements, matching invoices to services rendered, etc.)
5. Assisting with investigation and marshalling of assets
6. Reconciliation of insurance explanation of benefits 
7. Coordination of third-party consultants and vendors (i.e. CPA's, real estate agents, appraisers, financial planners, investment advisors, attorneys) to assist with specific financial needs