Move Forward Pieces
MOVE FWD SYSTEM
Top 5 Reasons to work with a CDFA
Divorce will present you with many financial choices. Instead of going at it all alone, consider working with a Certified Divorce Financial Analyst Professional who can help you make the best decisions for you and your financial future.
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Pre-Divorce Checklist
This tool showcases important matters to take care of as you start to prepare for your divorce. It is a comprehensive list that outlines each item and how Michelle’s team can help you with this undertaking.
MOVE FWD SYSTEM
Post-Divorce Checklist
This tool showcases important matters to take care of as you continue to move forward after your divorce. It is a comprehensive list that outlines each item and how Michelle’s team can help you with this undertaking.
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Expense Worksheet
Use this tactical tool to help you outline all expenses to consider pre and post-divorce. Knowing what you spend now and after divorce will help with budgeting and creating a financial plan for your new life ahead.
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Household Inventory
This worksheet will guide you during your formal property division to help you decide who will get what. Making a plan and documenting household items you need to furnish your next dwelling may give you confidence in planning for what’s next.
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Financial Document Checklist
Getting financial documents in order may help save you time, money and stress. This tool will guide you on the financial documents needed to get organized for your divorce.
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To-Do List
Using this to-do list before your divorce is over can help mitigate feeling overwhelmed. It will help you document what needs to be done by when. Use this worksheet to help you stay organized throughout your divorce process.
Ready to Get Started?
Schedule Your Complimentary Strategy Session Today
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Helping You Move Forward with the Financially Wise Divorce System includes:
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- Reviewing your priorities in your divorce
- Exploring your divorce options based on your financial picture
- Connecting you with other resources you might need
- Discussing if working together would be valuable for you
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SEARCH
Michelle Klisanich, CFP®, CDFA®
Wealth Advisor
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800 NICOLLET MALL
SUITE 2500
MINNEAPOLIS, MN 55402
P: (612) 315 - 2400
F: (612) 315 - 2432
Professional Affiliations
Family Law League
CDFA®
Important Disclosures | CRS FORM
FINANCIALLY WISE DIVORCE IS A DBA OF Navista Wealth.