Guide
The Asset Clarity Workbook
What You Own, What You Owe, What You Want — Before the Attorney Asks
You know what you have. This is where you write it down so it works for you, not against you.
For the person facing a legal or financial process that requires a clear picture of their assets — divorce, estate planning, or any situation where what you own and owe needs to be organized before professionals start asking.
The Name It First Experience
The first thing an attorney or financial advisor needs to know is what you have. The first thing most people do is spend billable time trying to remember. This prep sheet gives you a structured place to organize your complete financial picture before anyone asks: assets, liabilities, shared holdings, separate property, accounts, and the parts that do not fit a standard form. The output is not a preliminary financial statement. It is your Asset Clarity Sheet.
You can opt into 30-, 60-, and 90-day check-ins from your account. We recommend you do — the point is to see what changed.
Sample questions
- What is the most important thing you want to protect or clarify in this process?
- What do you need to understand better before making final decisions?
- What decisions are you most uncertain about — and what information do you need to feel confident?
- What are your actual financial priorities — and are they clearly reflected in how you're approaching this?
Research basis
Klontz financial therapy framework / financial literacy and self-knowledge research / asset clarity in divorce and estate planning
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Every format asks the same questions and produces the same document.
Print Paperbackpersonalize
A real book and a pen. Write in the margins. The most permanent version of you on a page.
$12.99
eBook + journal
The full guide on any screen, with a companion journal to write your answers by hand.
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Audiobook
We read every question and every scenario aloud. For the commute, the walk, the dishes.
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Hardcoverpersonalize
The keepsake edition — sewn, ribboned, made to sit on a shelf and be returned to.
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Digital Fill + membership+membership
Answer on screen. Your responses save as you go and assemble into your finished document.
$6.99
Hands-Free Interactive + membership+membership
Listen to each question and speak your answer. We capture it. You never touch a keyboard.
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Everything packages
The Paperback Everything Package
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The Hardcover Everything Package
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The Premium Hardcover Everything Package
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Choose your pace.
The Essential path takes you to your finished document by the questions that matter most. The Full-depth path walks every question, every scenario, every angle. Both produce the same signed document — one just goes deeper on the way there.
Essential path
Shorter sessions. The questions that go directly to the document.
Full depth
Every question. Every scenario, every angle.
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