Divorce can affect nearly every area of your financial life. Cash flow, housing, property, retirement accounts, insurance, taxes, estate documents, and beneficiary designations may all require careful review.

This complimentary Divorce Financial Planning Checklist from Matt Holbrook, CFP® can help you organize important financial considerations, identify areas that may require attention, and prepare for conversations with your financial, tax, and legal professionals.

Topics include:

• Income, expenses, cash flow, and emergency savings
• Housing, property, business interests, assets, and debts
• Retirement accounts and qualified domestic relations orders
• Health, life, disability, and property insurance
• Tax filing, support payments, and Social Security considerations
• Estate documents, beneficiary designations, and long-term planning