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.

Six Month Cash Flow (PDF) (Excel)

Other Documents that may be helpful in analyzing your finances:

  • Most recent completed tax return
  • Current payroll check stub
  • Social security statement
  • Current investment information (copies of statements)
  • Retirement plan documents (copies of statements)
  • Existing insurance policies (life/disability/long-term care)
  • Group benefits and insurance information
  • Home mortgage information/statement(s)
  • Credit card statement(s)
  • Car loan statement(s)
  • Any other information that you think might be pertinent 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.

 

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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 | 3300 Edinborough Way, Suite 550 | Edina, MN 55435 | 952-428-7800

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