Needs & Resource Analysis
Forward-looking financial analysis for alimony, modification, and support matters.
Needs and resource analysis evaluates what a person reasonably requires to maintain their lifestyle and whether sufficient financial resources exist to meet those needs. This analysis plays a central role in alimony, support negotiations, and modification proceedings.
These analyses are commonly used alongside Financial Forensics, Actual or Gross Income, and Tax Controversy matters.
What is a needs & resource analysis?
A needs and resource analysis is a forward-looking financial projection that evaluates:
- Reasonable living expenses
- Ongoing financial obligations
- Available income sources
- Investment and asset-based support
- Short-term and long-term cash flow
Needs & resource analysis matters we handle
Lifestyle & standard of living analysis
We prepare lifestyle analyses to establish a historical standard of living using bank statements, credit card records, tax returns, business financials, and personal spending histories. Lifestyle analysis is particularly important when:
- Income is disputed
- Cash spending is significant
- Business owners control their own compensation
- A spouse claims reduced earnings
These findings often intersect with Financial Forensics investigations.
Why work with Goldberg Tax?
- CPA and Certified Valuation Analyst expertise
- Extensive courtroom support experience
- Litigation-ready financial modeling
- Integrated forensic and valuation services
- Experience supporting negotiation and trial strategies
How needs & resource analysis is used
Our analysis may be used to:
- Support alimony requests
- Defend against inflated support demands
- Justify modification requests
- Establish realistic budget projections
- Support settlement negotiations
- Provide expert testimony at trial
Well-supported financial projections frequently determine the outcome of contested support cases.
Frequently asked questions
Needs analysis focuses on expenses and lifestyle requirements, while income analysis determines available earnings and resources.
Yes. Courts frequently rely on updated financial projections when support modifications are requested.
By analyzing historical spending through bank records, tax returns, and credit transactions.
No. It is often used in private negotiation to justify settlement positions.
Most analyses are completed within several weeks depending on document availability and complexity.
Tell us what you're dealing with.
Confidential. No obligation. We respond within one business day.