A free guide
Everything you'll need to gather before the conversation about money.
The financial side of a separation is decided on a full picture of what exists. The person who arrives with it organised is not at the mercy of the person who holds it.
This guide is the checklist — income, property, pensions, debts, outgoings — with space to note where each piece lives and which slow ones to request first. None of it requires legal knowledge. All of it puts you a step ahead.
Free · works through in batches · comes with space to track what you've found.
Send me the Organiser
Pop in your email and it lands in your inbox.
What's inside
A plain checklist of the full financial picture, by category — with what to request first, and space to note where each document lives.
What to gather
The full financial picture, by category — income, property, savings, pensions, debts, outgoings — so nothing is found late or at an hourly rate.
The slow ones first
Which items — pension valuations especially — to request now, before they hold everything else up.
Order, not overwhelm
Gathered in labelled batches, so what you hand a solicitor or mediator is already in shape.