Divorce checklist

$550.00

Help clients stay organized, at least financially, through a divorce with this checklist. Customize based on the advice you offer clients, and based on your approach to divorce.

We also call out what tasks a financial advisor can help with and where a lawyer is required, giving you an opportunity to highlight any partnerships and value you can add on this front.

What’s included:

~ JPG for your website as well as downloadable, interactive PDF

~ Searchable introduction and conclusion text

~ High-res image (choose from a selection)

~ Customizable social post

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Help clients stay organized, at least financially, through a divorce with this checklist. Customize based on the advice you offer clients, and based on your approach to divorce.

We also call out what tasks a financial advisor can help with and where a lawyer is required, giving you an opportunity to highlight any partnerships and value you can add on this front.

What’s included:

~ JPG for your website as well as downloadable, interactive PDF

~ Searchable introduction and conclusion text

~ High-res image (choose from a selection)

~ Customizable social post

Help clients stay organized, at least financially, through a divorce with this checklist. Customize based on the advice you offer clients, and based on your approach to divorce.

We also call out what tasks a financial advisor can help with and where a lawyer is required, giving you an opportunity to highlight any partnerships and value you can add on this front.

What’s included:

~ JPG for your website as well as downloadable, interactive PDF

~ Searchable introduction and conclusion text

~ High-res image (choose from a selection)

~ Customizable social post