Forms Needed for Collaborative Divorce Financial Analysis
It is not an simple undertaking. To start I ask you to complete an Intake Form, and bring it with you to our first meeting.
The second item is the Services Agreement. As this depends upon your situation, please contact sandyvoit@gmail.com and an appropriate agreement will be sent to you in advance. Please bring a copy with you to the first meeting, along with any questions. We'll sign the form at the first meeting.
The third document is a Financial Documents Checklist. This is a complete list and all the items won't necessarily apply to your situation. It is usually handed out at the first meeting. Your situation is discussed and then, together, it is determined which documents you will need to copy and bring in.