Collaborative Law · Texas
One clear financial picture, built for both spouses.
I serve as the neutral financial professional on Texas collaborative divorce teams — organizing the facts, explaining the options, and helping families reach settlements they understand and can live with.
The Financial Neutral Role
Not on either side. On the side of a sound settlement.
In the collaborative process, each spouse has their own attorney — but the financial work belongs to both of them. As the financial neutral, I gather the information once, present it the same way to everyone at the table, and make sure both spouses understand what they own, what they owe, and what each option means for their future.
Balanced by design
One set of numbers, shared with everyone. No competing experts, no dueling spreadsheets.
Clarity for both spouses
Plain-language education so the less financially involved spouse can participate with confidence.
Efficient for the team
Attorneys spend their time on legal strategy while the financial groundwork is handled carefully and once.
What I Do on a Case
From the first document request to the final settlement.
Financial information gathering
Organized document requests and follow-up so nothing important is missed.
Inventory & balance sheet
A clear, shared picture of assets and liabilities for the whole team to work from.
Budgets & cash flow
Realistic post-divorce budgets for two households, grounded in actual spending.
Settlement option modeling
Side-by-side scenarios showing how each proposal plays out for both spouses over time.
Financial education
Patient, plain-language explanations of retirement accounts, the house, and support.
Team meetings
Presenting the financial picture in joint sessions and keeping the process moving.
About Sherry
Two decades inside family law. Now in the neutral’s chair.
For more than 20 years, I ran the business side of a Texas family law firm — growing it from a single attorney into a 13-provider practice with a team of 21. I worked alongside attorneys and paralegals every day, and I used my CFP® background to help clients understand the financial implications of divorce.
Before that, I spent a decade in financial planning: in bank trust administration, as a CFP® professional serving high-net-worth individuals and small business owners, and running my own fee-only planning practice.
I know how divorce cases move, what attorneys need from the financial side, and how overwhelming the numbers can feel to the people living through it. Now I bring that experience to the collaborative law community as a financial neutral — so families can make informed decisions with a team that works together.
Questions
Common questions from attorneys and clients
Who does the financial neutral work for?
Both spouses equally. I’m retained jointly as part of the collaborative team and don’t advocate for either side.
When should a financial neutral join the case?
As early as possible — ideally right after the participation agreement is signed, so information gathering starts on the right foot.
Do you give legal advice?
No. Legal advice comes from each spouse’s collaborative attorney. My role is to provide financial information, analysis, and education.
What areas of Texas do you serve?
I serve collaborative cases in Dallas, Collin, and Denton Counties.
How are fees handled?
Fees are billed hourly and shared by both spouses.
Working on a collaborative case?
Attorneys, coaches, and clients are welcome to reach out to discuss a case or schedule an introductory call.