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Untying the Knot (Advisor Use)

Untying the Knot (Advisor Use)


Divorce can be a challenging transition, especially when it comes to financial matters. Our detailed checklist is designed to guide you through this complex process with clarity and confidence. It covers key aspects such as organizing financial documents, understanding marital assets and debts, and planning for post-divorce budgeting. The checklist also provides guidance on seeking professional financial and legal advice, updating estate plans, and managing joint accounts and investments. Whether your divorce is amicable or contentious, our checklist offers the structured support you need to ensure a secure financial future as you move forward into your new life chapter.

  • License

    Want to use this checklist as a resource for your clients? You can! This link includes my "Advisor Use" license. Once you purchase a license at the Your Money Narrative Store, my checklists are yours to use and share with your clients.

    They are available as hi-res downloads under the Attribution-NonCommercial 4.0 International license. Checklists can be used anywhere as long as you attribute the checklist to Your Money Narrative. Read the full license here.

    Untying The Knot Checklist © 2023 by Amy R Cook is licensed under Attribution-NonCommercial 4.0 International

  • Refund Policy

    This product is a digital download. No refunds will be issued.

  • Receiving Your Checklist

    This digital file will be immediately available for download post purchase as well sent via email.

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