Annamarie Joseph

I have a BS degree in Accounting from the University of West Florida, Pensacola, Florida &
completed the Master’s level accounting coursework.
I am a Certified Financial Planner®,
I am a Certified Divorce Financial Analyst™.
I have been involved in over 100 collaborative law cases and have worked with many Family
Law attorneys in Mecklenburg County, Union County, Cabarrus County, Lincoln County, Iredell
County, and Gaston County.

I have worked with over 1,000 divorcing or separating clients over the last twenty one years
and perform the following work:
• Preparation of the Affidavit of Financial Standing from source documents,
• Preparation of the Equitable Distribution Affidavit from source documents,
• Preparation of the marital asset spreadsheet from source documents,
• Preparation of imputed income calculations,
• Preparation of Document Requests,
• Preparation of Text or Speaking Affidavits,
• Preparation of grossed up alimony calculations (pre 2019),
• Preparation of after tax income calculations,
• Preparation of ability to pay calculations,
• Preparation of child support calculations – guideline or “out of guideline”,
• Identification of separate property vs. marital property & divisible property,
• Prepare analysis for double dipping scenarios,
• Valuing and dividing marital property,
• Preparation of taxes,
• Perform tax reviews,
• Pension value estimates,
• Tax effecting retirement assets,
• Calculation to sell or not sell the marital residence,
• Calculation of income vs. expenditure calculations,
• Calculation of the “ability to pay”,
• Matching each pay period event to support obligation payouts, and
• Examination of and explanation of restricted stock, stock options, deferred
compensation plans, and other means of compensation.
“Forensic” Domestic Relations Service. I also provide forensic financial services for domestic
relations attorneys. These services include:
• Cash flow analysis of income pre & post tax,
• Tracking & tracing of transactions and / or assets,
• Fraud or hiding income analysis, and
• Lifestyle vs. income analysis.

Contact Annamarie Joseph