Every Client Is a Person First
Divorce brings change to nearly every part of life. Rebalance meets each client with patience, empathy, and a plan built around the future they want.
Can I Afford My Lifestyle After Divorce?
Understanding what life will cost after divorce is an important first step toward financial confidence. Rebalance helps clients evaluate their income, expenses, and available assets to build a realistic financial plan that supports their new chapter.
A Partner Through Every Step
Divorce is not a single decision. It is a series of them, often made over many months. Rebalance stays alongside each client throughout, from the first questions to the plans that follow. Long after the papers are signed, clients continue to have a trusted advisor who knows their story and their goals.
Ways Rebalance Helps
A Clear Financial Picture
Every account, debt, and expense, organized in one place. Clarity is the first step toward confident decisions.
A Budget for the Next Chapter
A realistic plan for new monthly needs, built around the life each client wants to lead.
Settlement Guidance
A clear view of how each settlement option may shape long-term financial security.
Retirement Accounts
Thoughtful guidance on dividing retirement savings while protecting their long-term value.
The Family Home
A careful look at whether to keep, sell, or transition the home, and what each choice means for the future.
Protecting Inherited Assets
Clarity on how inherited assets may be treated, and how to help preserve them going forward.
A Fresh Foundation
Emergency savings, updated beneficiaries, and accounts that reflect a new beginning.
A Plan for the Future
A long-term plan for retirement, personal goals, and every chapter ahead.
As Heard on The Divorce Hour Podcast
“Divorce is a time of huge financial and lifestyle transition, and it is also very emotionally charged.”
Christie Whitney, CFP®, Senior Vice President and Director of Planning at Rebalance, joined host Ilyssa Panitz on The Divorce Hour to discuss how to protect financial security through divorce. Topics included building a clear financial picture, why each spouse may need a separate advisor, protecting inherited assets, and avoiding costly mistakes with retirement accounts.
Listen to Part One
The Conversation Continues
In her second Divorce Hour segment, Christie Whitney returns to help listeners look past the numbers on paper, from why two equal-looking accounts may not be worth the same to how rising healthcare costs and a single income shape life after divorce.
Listen to Part TwoFrequently Asked Questions
When is the right time to reach out to Rebalance?
As early as possible. Rebalance can help before filing, during negotiations, or after the divorce is final. Starting early gives clients a clear financial picture before major decisions are made.
Can a couple keep the same financial advisor during a divorce?
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What if a client has never managed investments before?
That is very common, and it is never a barrier. Rebalance explains every account and every decision in plain language, at a pace that feels comfortable. No question is too basic.
Does Rebalance work with divorce attorneys and mediators?
Yes. Rebalance coordinates with each client’s attorney, mediator, and CPA so financial decisions are understood in full context. Rebalance does not provide legal advice.
Will dividing retirement accounts create taxes or penalties?
Retirement accounts divided properly through the divorce process generally do not trigger taxes or penalties at the time of transfer. Withdrawing money early is different. Withdrawals before age 59½ often bring income taxes and a 10% penalty. Rebalance helps clients understand their options and coordinates with their CPA and attorney.
What happens to inherited money in a divorce?
It depends on state law and how the money has been held. An inheritance deposited into a joint account may be treated as shared marital property. Rebalance helps clients understand where inherited assets stand and how to help protect them going forward.
Should the family home be kept or sold?
There is no single right answer. Rebalance helps clients weigh the true cost of keeping the home, including the mortgage, taxes, insurance, and upkeep, against their long-term goals.
What happens after the divorce is final?
This is often where the most meaningful planning begins. Rebalance helps clients build an emergency fund, update beneficiaries, rebuild retirement savings, and create a long-term plan for the life ahead.
