Wealth Management Solutions

Divorce Planning

Divorce is a complex and emotional process. When a marriage is ending, money can be the last thing you want to think about. However, timing is crucial when it comes to ensuring that you can take control of your assets. Making the wrong financial choices during a divorce can have negative long-term consequences.

White Pine Wealth Management has a team, including a Certified Divorce Financial Analyst®️ (CDFA®️), specializing in pre- and post-divorce financial planning. Our goal is to provide knowledge, understanding, and a comprehensive assessment of all financial aspects of the pending divorce to help empower you to make educated decisions.

WE HELP:

• Quantify assets, both marital and non-marital.
  

• Provide information and education regarding all financial assets to help you identify which are most useful for your new financial reality.
  

• Establish your current and future financial needs, allowing you to make educated decisions throughout the divorce process.
  

• Illustrate multiple financial scenarios to help you identify the best strategy for you and your family’s future.
  

• Support you, your attorney, and your tax professional throughout the legal process.
  

• Provide ongoing planning, support, and guidance for your long-term financial life to help you start the next chapter of your life with confidence and optimism.

Retirement Income Planning

If you are retired or preparing to retire, there are critical issues and considerations that must be addressed:

• Will you outlive your money?
  

• Will you be able to maintain your lifestyle?
  

• Should you roll your 401(k) over, or leave it where it is?
  

• How should you structure your pension?
  

• What role will social security benefits play?
  

• Does your investment strategy change now that you are retired?
  

• Do you need to review your beneficiaries and estate plan?