These are the tools, tips, and worksheets I use with clients every day to help them take charge of their financial lives. Whether you’re just starting to think about divorce, are right in the thick of settlement negotiations, or just want to get a handle on your finances, this set of worksheets along with personal instruction and encouragement from me will put you on the path to success.
I understand how scary looking at your finances can feel, I really do. Especially if you’ve been a stay-at-home parent or earn a lot less. Please don’t panic. I believe that you can absolutely do this.
I’ve helped tons of clients walk through this process because it’s a vital part of feeling empowered to make that decision to leave or agree to that final settlement proposal. So, if you’re not used to being involved in your family’s financial life and calculators give you an anxiety attack, help is here. You really can Ditch Your Divorce Fears!
Even if you think you can’t afford to leave, do me a favor and go through this exercise. You might be surprised what a tweak here and a tweak there can do for your bottom line. If you want your life to be different, you’ve got to make some hard decisions, and that starts with money – where it comes from, where it goes, and what changes you need to make to have what you want. Read more HERE about how small changes can make a big difference.
The Ditch Your Divorce Fears Financial Planner includes fillable forms, Excel spreadsheets, and PDF’s to print:
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PERSONAL DATA FORM
Gather important information about you, your spouse, and your children all in one place – convenient and practical. You’ll have everything you need for your attorney or mediator and never have to worry about being unprepared. |
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FINANCIAL DOCUMENT CHECKLIST
Your guide to all the paperwork you’ll need to gather, copy, and organize to get ready for every step of the process. This step alone will make your first attorney visit tons more productive and informative. |
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INCOME & EXPENSE TRACKER
Analyze what your income and expenses were as a married couple to create a marital lifestyle analysis. This lays the groundwork for those pesky legal financial forms and may be useful in your request for spousal support or alimony. |
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BUDGET WORKSHEET
Begin planning what life on your own will look like, evaluate options, and create an exit strategy so you know when it’s safe to leave. And, those dreaded court financial disclosure forms will be a breeze once you complete this budget worksheet. |
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ASSET/DEBT DIVISION WORKSHEET
One place to list what you own and what you owe and make note of any separate property. Use this worksheet to analyze how different divisions and settlement options affect you. |
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BONUS! HOUSEHOLD GOODS INVENTORY
Get a head start on doing an inventory of all the furniture, kitchen gadgets, and electronics you need to divide. Includes columns to assign items to each spouse and designate values to evaluate equity. |
You’ll know what you want, what you need to do next, and be ready to negotiate like a pro.
Here are just a few of the things you’ll get:
A step-by-step system to review and analyze your finances
A list of the financial documents you need to gather
Worksheets to evaluate your current income/expenses and create a financial plan
Tools to evaluate settlement options and asset division
The ability to know what you can do and when to ask for help from a professional
Confidence to make decisions and negotiate well
Your choice of printable or downloadable versions of worksheets so you can do it your way
And a bonus household goods inventory worksheet!
By gathering and analyzing your own financial data you’ll save money, gain confidence, and be the boss of your own financial life. You’ll feel like a rock star and you’ll be the most prepared, most informed client your attorney has worked with all year.
It’s almost like I was sitting at the table with you the whole time!
When you can Ditch Your Divorce Fears, you’re ready to be in charge of your own divorce and your own future!