Divorce Self-help: Guides & Templates

divorce planning & preparation


The Institute of Divorce Financial Analysts (IDFA) has compiled helpful resources you can use to guide you through helpful thought processes and exercises for divorce planning & preparation. 

Follow the link below to download a package that includes some of the following helpful guides and tools: 

  • Helpful planning checklists to give you an idea where to start and how to get organized for the financial considerations of the divorce process
  • Financial priorities worksheet that will aid you to define you and/or your spouse's individual or mutual priorities that will be integral to the divorce settlement process
  • Monthly & annual expense worksheets that will guide you through some initial planning processes in building a quality budget

budget development


We have created a helpful template for building a pre and post-divorce budget you can download below.  A quality budget is essential to ensuring a fair and equitable outcome.  Check out our blog post for some examples of why taking the time to complete an accurate, complete and realistic budget is a critical process and why it should be completed before reaching a final settlement agreement rather than after.