NextChapter Concierge
Divorce & Starting Over
Week 2 · Lesson 1

Financial Snapshot

Week 2, Lesson 1: Financial First Steps

Instructions: Fill in as much as you can. Leave blank anything you don't have access to yet — that's information, not failure. The goal is to see your full financial picture on one page. This worksheet becomes the foundation for all financial decisions in this program.
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Section 1 · What You Have (Assets)
Account / AssetInstitutionJoint or Individual?Approximate Balance
Checking account$
Savings account$
Checking account #2$
Investment / brokerage$
401(k) / IRA / retirement$
Spouse's retirement$
Real estate equity$
Vehicle value$
Other:$
TOTAL ASSETS (approximate)$
Section 2 · What You Owe (Debts)
DebtCreditor / LenderJoint or Individual?Balance Owed
Mortgage$
Car loan$
Credit card #1$
Credit card #2$
Student loans$
Personal loan$
Medical debt$
Other:$
TOTAL DEBTS (approximate)$
Section 3 · Monthly Cash Flow
Income Source / ExpenseTypeMonthly Amount
INCOME
Salary / wages (take-home)$
Spouse's income$
Freelance / side income$
Investment / rental income$
Other:$
TOTAL MONTHLY INCOME$
KEY MONTHLY EXPENSES
Mortgage / rentFixed$
Car paymentFixed$
Insurance (auto/home/health)Fixed$
GroceriesVariable$
Childcare / schoolVariable$
Utilities (electric, internet, etc.)Variable$
Subscriptions & membershipsFixed$
Other:$
TOTAL MONTHLY EXPENSES$
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