Divorce checklist
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
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
