Financial Planning
for Divorce

Divorce Is Hard Enough… We Can Make Managing Your Finances Easier.

Making the decision was most likely difficult, but you and your spouse are getting a divorce. While emotions are high and both partners feel significant pressure, an intimidating, but critical question exists: what about your finances? The optimal time to partner with a financial advisor is before your divorce settlement is final. However, at any point in the process, an advisor can help make sense of complicated money matters.

Wellspring Financial Partners can give you peace of mind by helping you understand what questions to ask and why you need to ask them. We will work with you to help plan for a new financial future and provide valuable information for use in your settlement discussions.

Are You New to Money Management?

Often, one partner has more knowledge about the couple’s finances than the other. However, in a divorce, both parties need to realize that each decision they make could have long-term financial effects. It is also important to have a financial plan to help you prepare for the future. Developing a budget for short-term expenses like a mortgage, utilities, and car payments, and a long-term plan for college, investments, and retirement is an appropriate place to start. Wellspring Financial Partners will help you through this important process.

Helping You Through the Financial Complexities Of Divorce

Wellspring will help you understand:

Which existing assets are liquid vs illiquid, and how that affects your budget

What the tax implications will be regarding capital gains, income, child support, and alimony

How to properly manage your investment accounts

Wellspring will assist you through this process as you create a financial plan tailored to your new life. We want to teach you how to achieve financial freedom.

Which existing assets are liquid vs illiquid, and how that affects your budget

What the tax implications will be regarding capital gains, income, child support, and alimony

How to properly divide retirement accounts to lessen taxes and penalties

Wellspring will assist you through this process as you create a financial plan tailored to your new life. We want to teach you how to achieve financial freedom.

What is a Qualified Domestic
Relations Order (QDRO)?

We will help you understand this special court order that divides your retirement accounts.

How should you plan
for your retirement?

We will assist you in laying out a long-term financial plan from today through your retirement.

How is Social Security affected?

Are you entitled to your spouse’s Social Security benefits?

What investments are
most appropriate?

How should you invest the assets that are coming to you?

How do your decisions affect
your children’s future,
especially their college?

We can help you make long-term decisions for your family’s needs.

Our Values

We bring the following values to our clients:

Organization

We help bring structure to your financial life. Strong organization makes it easier to stay on track for your financial goals.

Accountability

Wellspring’s advisors help you follow through on financial commitments and work with you to prioritize goals, show you the steps, and regularly review your progress.

Objectivity

Emotionally-driven financial decisions can cause serious problems, especially during divorce. We provide objective insight and consult at key moments of decision-making.

Proactivity

It’s important to be proactive with your financial plan, and we work with you to anticipate your life transitions and be financially prepared for them.

Education

Understanding the factors that influence your financial world is essential. We help explain your options and risks to facilitate your decisions.

Partnership

Our advisors take the time to genuinely understand your background, philosophy, life goals, and needs. By working together, we can help achieve the best life possible for you.

As your financial planner and advisor we are dedicated to six critical values:

Organization

Our advisors help you follow through on financial commitments and work with you to prioritize goals, show you the steps, and regularly review your progress.

Accountability

Our advisors help you follow through on financial commitments and work with you to prioritize goals, show you the steps, and regularly review your progress.

Objectivity

Emotionally-driven financial decisions can cause serious problems, especially during divorce. We provide objective insight and consult at key moments of decision-making.

Proactivity

It’s important to be proactive with your financial plan, and we work with you to anticipate your life transitions and be financially prepared for them.

Education

Understanding the factors that influence your financial world is essential. We help explain your options and risks to facilitate your decisions.

Partnership

Our advisors take the time to genuinely understand your background, philosophy, life goals, and needs. By working together, we can help achieve the best life possible for you.

Financial Advice for Divorce

We believe our worth is measured by how well we help you reach your financial goals. From your initial game plan post-divorce through your retirement years, we provide knowledgeable and professional planning and investment management. We provide personal support to give you the best possible chance for financial success.

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Financial Planning
for Divorce

Financial Planning
for Divorce

Are You New to Money Management?

Helping You Through the Financial Complexities Of Divorce

Helping You Through the Financial Complexities Of Divorce