Free first-30-day checklists
A calm first step for the first-30-days
If you’re navigating divorce, separation, widowhood, an empty nest, or another major life change, money decisions can feel urgent even when they don’t need to be.
Start with a free checklist designed to reduce overwhelm, protect your options, and help you take one clear next step.
Prefer more detail? Download the expanded 2-page versions for Divorce or for New Beginnings.
“I watched money stress make hard seasons harder in my own family. That’s why I help women face money decisions with more clarity during life transitions.”
As a CPA and CFA, I focus on practical planning and tax-aware decisions during transitions.
As a Registered Life Planner®, I also help ensure your financial plan supports the life you want to live.
These checklists are a starting point. If you want support applying them to your situation, you can also schedule a complimentary introductory consultation.
WHO THIS IS FOR
- Women facing a new beginning: divorce, widowhood, empty nest, caregiving, or career and life transitions
- Those who want calm, educational guidance. No sales pressure
- Those who want next steps that fit real life, based on your TEAM of capital: Your Time, Energy, Attention, and Money
Start with a free checklist
Divorce Financial First Aid
A first-30-days checklist focused on the financial and logistical realities of separation and divorce.
New Beginnings Financial First Aid
A first-30-days checklist for other transitions. A financial reset for a new chapter.
Prefer more detail? Download the expanded 2-page versions for Divorce or for New Beginnings.
Complimentary introductory consultation
Complimentary for Rewrite listeners.
In a short, focused call, we’ll:
- Identify your top concern and near-term decisions
- Prioritize what matters most right now, using TEAM so the steps are doable
- If helpful, take a quick, practical look at tax considerations
- Leave you with clear next steps and resources you can use
What to bring: your top questions, any deadlines you’re facing, and anything you’re already worried you might miss.
FAQ
Is this legal or tax advice?
Educational only. Not legal, tax, or investment advice.
Do I have to schedule a call?
No. Start with the checklist. The call is optional.
Which checklist should I choose?
Divorce for separation/divorce. New Beginnings for everything else.
Phil Weiss. Registered Life Planner®, CPA, CFA
Principal, Apprise Wealth Management
Educational only. Not legal, tax, or investment advice.