Theme Group: Financial Baseline
Asset & Debt Inventory
Description
A complete understanding of assets and liabilities is essential for making informed decisions during divorce negotiations. This sprint focuses on building a comprehensive inventory of everything the couple owns and owes. Participants learn how to categorize financial accounts, real estate, retirement plans, debts, and other assets into a structured list that serves as the foundation for disclosure and negotiation.
The session emphasizes the importance of creating a “source of truth” document that consolidates financial information in one place. Participants work through a structured template that allows them to record account details, ownership status, and supporting documentation. By the end of the sprint, participants will have created an initial asset and debt inventory that provides clarity about their financial landscape and supports the next stages of the divorce process.

