practical resources to help you get organised
Articles, checklists and tools to help you feel clearer around money during separation.
Start with the free Divorce Money Starter Checklist
A simple practical checklist to help you identify what financial information you have, what may be missing and where to start during divorce or separation.
articles
I’m getting divorced - Where do I start with the money?
Pensions and Divorce - What you need to know before you ignore them
The SGM Divorce Financial Organisation Toolkit
A practical set of editable tools to help you bring your financial information together, keep track of paperwork and prepare for the professional conversations that come with divorce or separation.
Designed to help make an overwhelming process feel a little more organised. Without expecting you to have all the answers from day one.
What’s included
Divorce Organisation Workbook – Excel
A central place to record income, spending, assets, debts, pensions and key information
Financial Disclosure & Admin Pack
Checklists and trackers to help you gather documents, record missing information and keep everything organised
Professional Meeting Preparation Pack
Structured pages to help you prepare for meetings and ask better questions
Actions & Next Steps Tracker
A simple way to keep track of what needs doing and when
Welcome & Getting Started Guide
Clear support to help you get started without feeling overwhelmed
The SGM Toolkit is designed to help you organise information, prepare for meetings and keep track of practical financial administration. It does not provide legal, tax, mortgage, pension or regulated financial advice, calculate a divorce settlement or replace professional advice.
The SGM Divorce Money Toolkit is a practical digital resource designed to help you feel more organised and better prepared during divorce or separation.
It gives you a structured way to bring together financial information, keep track of missing documents, prepare questions for professional meetings and manage actions and deadlines—all in one place.
What’s included:
Divorce Organisation Workbook — Excel
Financial Disclosure & Admin Pack
Professional Meeting Preparation Pack
Actions & Next Steps Tracker
Welcome & How to Use the Toolkit
Guide to Who Does What
Use the toolkit at your own pace, whether you are just beginning to gather information or are already working with solicitors, mediators and financial professionals.
Digital download: the guides and packs are supplied as PDFs, with the Divorce Organisation Workbook supplied as an Excel spreadsheet. For personal use only.
Important: This toolkit provides practical, educational and organisational support. It does not provide legal, tax, mortgage, pension, investment or regulated financial advice.
Start with a checklist. Go deeper with the toolkit. Get personal support when you need it.
Your Questions, Answered-
Some resources are free, including articles and the Divorce Money Starter Checklist. The full toolkit may be available as a paid download.
The toolkit is included for those who pay for consultancy.
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No. The resources are for financial organisation and education only. They do not provide FCA-regulated financial advice, product recommendations or legal advice.
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They are designed primarily for individuals in England and Wales who want to get more organised around money, especially during divorce or separation.
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Yes. The toolkit is included at no additional cost for SGM consultancy clients.
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No. The toolkit is designed to help you organise information and prepare better questions. It is not a substitute for legal advice or regulated financial advice.