Dexter Grosse Pointe Michigan Financial Planner Financial Advisor Investment Management
Divorce Financial Planning
Life is Full of Transitions
At this time especially, you need an experienced guide. We’ll help you prioritize what’s most important and be your advocate along the way. Your future self will thank you.
We are passionate about sound financial outcomes from divorce. From analysis of your current financial situation, coordination with your legal team on money questions, and assisting you in transitioning to your new life with confidence, your Pearl Planning financial advisor can act as a guide through a difficult personal event.
What does divorce financial planning look like?
- Your Story. We listen to you and your story. Where are you in your divorce? What are your concerns?
- Sort & Organize. We help you sort through and organize your assets and understand your options for asset division.
- Objective Advice. You need to understand what your financial life will look like after divorce. We provide objective advice for planning.
- Financial Planning. We work with you to divide your accounts, update beneficiary designations, and invest your funds.
- Partnership. In most cases, we continue to work together over time through our financial planning process.
FREE Divorce Issues to Consider Checklist
FREE Divorce Budget Template
Considering Divorce?
Avoiding QDRO Traps for Divorce Attorneys (Advanced Session)
QDRO Process For 401k Type Plans
Upcoming Events
Navigating Divorce Podcast Episodes
Pearl Planning Grosse Pointe
81 Kercheval Avenue, Suite 202
Grosse Pointe Farms, MI 48236
313.486.9634 I Melissa.Fradenburg@pearlplan.com
Pearl Planning Dexter
8031 Main St. Suite 302
Dexter, MI 48130
734.274.6744 I melissa@pearlplan.com
Pearl Planning Birmingham
600 S Adams Road, Suite 300
Birmingham, MI 48009
248.795.1133 ext. 407 I jacki@pearlplan.com
Pearl Planning Charlevoix
201 State Street, Suite D
Charlevoix, MI 49720
989.262.0100 I hannah@pearlplan.com
Investment advisory services offered through Pearl Planning, a DBA of Stephens Consulting LLC, an SEC registered investment advisor. Pearl Planning is not a registered broker/dealer. Pearl Planning investment advisor representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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