Resources

Discover curated resources that can help answer your questions about separation and divorce. You’ll find checklists and worksheets to help you gain clarity about your situation and priorities during the divorce process.

Need help finding a CDFA professional? Visit our Find a CDFA Professional directory to search for professionals in your area.

Checklists and Worksheets

  • Worksheet: My Priorities
    Complete this worksheet to help you discover your needs and priorities.
  • Checklist: Getting Organized
    Use this checklist to help you get organized as you begin the process of compiling your financial documentation.
  • Worksheet: To-Do List
    Use this worksheet to help you stay organized through the process.
  • Worksheet: Charting Assets
    This worksheet to list all assets for both you and your spouse..
  • Worksheet: Household Inventory
    This worksheet can be used for every room in your home to inventory the household items.