Chapter 9 – How to reach your own financial agreement in 5 Stages

Unless you really want to reach a financial agreement together in mediation this chapter, the guides and forms are not for you because mediation is certainly not the ‘easy’ option.

We provide an overview of the 5 process stages of reaching a financial agreement in mediation by reference to a detailed case study and supporting mediation documents.

Introduction. Also see the chapter covering Full and Frank Disclosure.

An overview of the Financial Disclosure Booklet/statement (similar to Form E).

Completing the financial booklet/statement – PARTS 1 and 2

Completing the financial booklet/statement – PARTS 3,4 and5

Creating and building your Open Financial Summary together in the first mediation session.

Identifying Needs, Interests, Values (Priorities) in the first mediation session.

Exploring ideas, options and possible solutions in the second mediation session

Narrowing options and reaching a successful outcome/agreement in the third session