The more we know, the more comprehensive the plan can be.
To create optimized solutions for your unique situation, Divorce Analytics needs to know what your current landscape is. If you prefer to have assistance gathering all the necessary documents and filling out the forms, please let us know and we will send a Divorce Analytics team member to help you.
For your first meeting, please bring all the information listed below and fill out the Client Profile and Cash Flow worksheets as much as possible before we meet.
1. Download Client Profile Worksheet
Client Profile
2. Download Historical Income and Expenses Worksheet
If you need help completing this portion, just let us know and we will add it to our list of things to do for you!
Historical Income and Expenses
3. Download Financial Data Gathering
Financial Data Collection List
