Free: Pre-Appointment Financial Summary

Going into your first solicitor or mediation appointment without a financial picture is the most expensive mistake you can make.

This free guide helps you pull together everything that matters — your income, your spouse's income, your assets, your debts, your monthly needs, and your housing position — before you walk into that room.

It's the same framework I used when I went through contested financial remedy proceedings at Central Family Court. I'm an ACCA-qualified accountant with 20 years' experience, and I built this so you don't have to start from scratch.

Inside you'll find:

Income and asset summary sections for both parties
A monthly needs calculator
A housing need estimate
A hidden income concerns section — where you can flag anything that doesn't add up
A documents checklist so nothing gets missed

Fill it in before your appointment. Share it with your solicitor. Use it to ask better questions.

It's free. No catch.

Free: Pre-Appointment Financial Summary

Going into your first solicitor or mediation appointment without a financial picture is the most expensive mistake you can make.

Inside you'll find:

Income and asset summary sections for both parties
A monthly needs calculator
A housing need estimate
A hidden income concerns section — where you can flag anything that doesn't add up
A documents checklist so nothing gets missed

Fill it in before your appointment. Share it with your solicitor. Use it to ask better questions.

It's free. No catch.