Post Divorce Financial Checklist

  1. Cancel joint accounts
  2. Open new accounts
  3. Change beneficiaries
  4. Update insurance coverage
  5. Create emergency fund
  6. Get disability insurance
  7. Check your credit score
  8. Create an estate plan
  9. Run new tax projections
  10. Retitle assets in your name
  11. Create a new budget
  12. Create a new savings plan
  13. Analyze current investments
  14. Update your social security card
  15. Hire a new financial person
  16. Buy some great shoes
  17. Pat yourself on the back – you are starting your new life as the best “you” you can be.  Enjoy

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