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
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.