01
Welcome & Instructions
Where to start, what to gather first, and the order to work in. Read once, then ignore it.
The Aligned Affidavit
A Connecticut financial affidavit asks you to account for your income, your expenses, everything you own and everything you owe — line by line, under oath. This workbook turns that into filling in boxes in the right order, instead of staring at a blank form wondering where to start.
Get the workbookExcel or Google Sheets · Built by a licensed CPA
01 Why this exists
The affidavit is not difficult arithmetic. It is difficult because the categories are unfamiliar, the numbers live in eleven different places, and nobody sits down and shows you how the pieces fit together. So it gets started, abandoned, and restarted — often three or four times, usually at the last minute.
Meanwhile the clock is running on someone who bills by the hour. An attorney can absolutely help you assemble this. They will do it at attorney rates, using information you could have gathered yourself for nothing.
This workbook does the organizing part. It will not fill in your numbers and it will not tell you what to settle for. What it does is make sure that when you sit down with your attorney, the arithmetic is already done and the gaps are already visible.
If you have not yet read what the form actually asks for, start with the affidavit explained — that is free.
02 What is inside
Where to start, what to gather first, and the order to work in. Read once, then ignore it.
Weekly, biweekly, monthly and annual figures converted for you — so the number you report is on the basis the form actually asks for. This is where people stumble first.
A separate section for self-employment, ownership interests and distributions, where reported income and actual income are frequently not the same figure.
Every category pre-built, so what your household actually costs is assembled from records rather than guessed at under pressure.
Two inventories — accounts, property, retirement, policies; then loans, cards and balances — with running totals.
Everything pulled together on one page, calculated automatically. This is the page you bring to the meeting.
The statements, returns and records to collect — with a place to mark what you have and what is still missing.
03 What this is, and what it is not
It is a worksheet. It organizes your own figures so you can complete the official form accurately and hand clean numbers to your attorney. It is not the court form, it is not filed anywhere, and finishing it does not finish your affidavit.
It was built by a licensed CPA. It is not legal advice, and buying it does not create a client relationship. Have your attorney review your completed affidavit before it is filed.
It is built around the categories used in Connecticut. The underlying organization travels well to other states, but the structure follows Connecticut practice — buy it with that in mind.
04 Get the workbook
Excel workbook, ten sections. Opens in Excel or Google Sheets. Yours permanently.
The download link arrives by email. If your email may be monitored, use an address only you control.
Request the workbookAnswered personally, in confidence. No mailing list unless you ask.
05 Questions
Do I need Excel? No. It opens in Google Sheets, which is free.
Will this file my affidavit for me? No. It organizes your figures so that completing the official form is straightforward and accurate. The form itself still gets completed and filed by you or your attorney.
I am not in Connecticut. Is it useless? Not useless, but be honest with yourself about it — the categories follow Connecticut. Most states ask for the same underlying information in a different order.
My spouse handles all the money and I do not know where to start. That is the common case, not the exception. Start with the Document Checklist and work backwards from what you can actually access.
What if it is not right for me? Email within 30 days and you get your money back.
If your finances are more tangled than a worksheet can hold — multiple entities, years of records you cannot see, a spouse who controls the books — that is a different job. Start with the financial clarity session instead.