Forms

Once you have decided to retain Divorce Financially, there are several forms that you may need to complete. The forms and Other Documents list provided below are helpful in collecting information to make the data gathering process of your divorce as painless as possible.

Client Questionnaire
If you have completed a similar form for your attorney, please feel free to provide us with a copy of that form instead.
Document Checklist
Six Month Cash Flow (PDF) (Excel)

If you have a divorce offer or proposal that you would like help analyzing, it may not be necessary for you to complete the above forms. Simply providing copies of documents from your mediation or divorce settlement sessions may be sufficient. Please feel free to contact us regarding your specific situation.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase of sale of any security.

Amy Wolff and Chad Olson are Registered Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA, SIPC, a Broker/Dealer and a Registered Investment Adviser. Investment Advisory Services also offered through AdvisorNet Wealth Partners. Käri McGuire* is a Registered Administrative Assistants of Cetera Advisor Networks LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. AJW Financial | 7650 Edinborough Way, Suite 100 | Edina, MN 55435 | 952-428-7800

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER^TM, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

This site is published for residents of the United States only. Registered representatives of Cetera Advisor Networks may only conduct business with residents of the states and/or jurisdictions in which they are property registered. Not all of the products and services referenced on this site may be available in every state and through every representative listed. For additional information, please contact the representative(s) listed on the site or visit the Cetera Advisor Networks site at www.ceteraadvisornetworks.com.

Important Information and Form CRS | Business Continuity Plan