Financial clarity starts with understanding where you stand.
Explore practical tools designed to help you get organized, understand your financial picture, and prepare for your next chapter with confidence.
Free First Steps Checklist
Not sure where to begin? This free checklist helps you identify, gather, and organize important financial documents so you can feel more prepared for the divorce process.
Workbooks & Guides
Practical resources to help you understand your finances, identify your priorities, and prepare for important decisions.
Get organized. Gain clarity. Move forward with confidence.
The Divorce Money Snapshot is a guided financial workbook designed to help you understand where you stand today and prepare for what's next. Organize your finances, identify what matters most, and turn financial uncertainty into clear, actionable next steps—all at your own pace.
Organize your financial information, see where you stand today, and connect your numbers to the goals that matter most.
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Build a clearer picture of what life may cost before, during, and after divorce.
The Divorce Planning Budget is a guided digital workbook that helps you organize income and expenses, plan for annual and irregular costs, estimate one-time transition expenses, and compare current, proposed post-divorce, and stress-test scenarios.
Designed for beginners, it includes step-by-step instructions for Excel and Google Sheets and keeps the focus on your goals, not just the numbers.
Build a realistic picture of your current expenses, explore what may change after divorce, and prepare for your future spending needs.
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A practical reference guide to help you identify common tax issues that may arise during and after divorce.
Includes federal tax guidance plus Washington, Idaho, and Oregon references, with official government links, key thresholds, common tax traps, first-year filing considerations, and questions to discuss with your CPA, attorney, or other qualified professional.
Designed to help you spot issues early, understand why they may matter, and prepare for more productive conversations with your professional team.
For educational and organizational purposes only. Not tax, legal, investment, or financial advice.
Understand common tax considerations during divorce and identify important questions to discuss with your tax and legal professionals.
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Get the complete Next Chapter Strategies divorce financial planning toolkit for $109 - a $139.95 value.
The bundle includes the Divorce Planning Budget, Divorce Tax Reference Guide, Divorce Money Snapshot, and First Steps Checklist, plus matching Start Here guides.
At the bundle price, you save $30.95 compared with purchasing the paid resources separately, which means the $25.95 Divorce Money Snapshot is essentially included free.
Use the tools together to get organized, understand your financial picture, plan for future cash flow, identify tax issues that may need professional review, and prepare for more productive conversations with your attorney, CPA, financial professional, or mediator.
For educational and organizational purposes only. Not legal, tax, investment, or financial advice.
Get all three paid financial planning tools together and save $30.95. Organize your finances, plan for what's ahead, and make more informed decisions.
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