Separation checklist
The perfect document to share with any clients or prospects who approach you with marital troubles. This checklist doesn’t presume that couples are getting divorced, but it does guide them through steps to protect their finances in case things head that way.
Customize with your own unique point of view (including any recommendations around protecting their accounts) and advice, including tips around when to bring in a lawyer.
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
The perfect document to share with any clients or prospects who approach you with marital troubles. This checklist doesn’t presume that couples are getting divorced, but it does guide them through steps to protect their finances in case things head that way.
Customize with your own unique point of view (including any recommendations around protecting their accounts) and advice, including tips around when to bring in a lawyer.
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
The perfect document to share with any clients or prospects who approach you with marital troubles. This checklist doesn’t presume that couples are getting divorced, but it does guide them through steps to protect their finances in case things head that way.
Customize with your own unique point of view (including any recommendations around protecting their accounts) and advice, including tips around when to bring in a lawyer.
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
