How to tell your financial/tax advisor that you’re getting divorced

Written By Fresh Starts Registry

These scripts should serve as a guide for tough, trying, and tremendous life moments.

We’re here to support you in supporting your people. We’re proud of you. And we’ve got you.

Here’s what to say when you don’t know what to say.

I'm writing to inform you of a recent change in my marital status. Daniel and I have decided to get a divorce.

I'd like to update my financial records accordingly and discuss any steps I should take to ensure my financial security moving forward. It would be great to schedule a meeting to discuss this further and explore any recommendations you may have for navigating my finances through this transition.

Please let me know your availability for a call or meeting.

Text these scripts, email them, leave them as a voicemail, or as the basis of a phone call or conversation in person. These scripts can be used over and over and across all platforms. We hope they help. We want to support you so that you can support your people.

Fresh Starts Registry
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