Wealth Management For Widows
Losing a spouse is one of the hardest things life can bring your way, and right in the middle of all of it, there are financial decisions that need to be made.
You're Probably Thinking…
Losing a spouse changes everything, including questions you never thought you'd have to answer alone.
"Will I Have Enough To Maintain My Lifestyle On My Own?"
Your income just changed significantly and you're not sure what your financial picture looks like without your spouse.
"What Do I Do With All Of These Accounts And Insurance Policies?"
There are accounts, insurance policies, and documents everywhere, and you're not sure what needs to be changed, closed, or kept.
"How Do I Make Financial Decisions While I'm Still Grieving?"
The paperwork keeps coming and the deadlines don't stop even when you're nowhere near ready to deal with them.
How We Help Widows Navigate It All
The financial side of losing a spouse is a lot to take on. We break it down, work through it with you, and make sure nothing important gets missed.
We'll Handle The To-Do List
Accounts, beneficiaries, income, insurance—we work through it all.
We Tell You The Next Steps
We'll tell you what's urgent and what's not, and take it from there.
We Move Along at Your Pace
We'll work at whatever speed is most comfortable for you.
Get The Free Countdown To Retirement Guide!
How We Charge For Planning & Investments
We charge one annual advisory fee, a percentage of the assets we manage. We'll walk you through exactly what your fee would be before you ever commit to anything.
Let's Figure Out Where To Start
A complimentary and relaxed 45-minute call to get oriented and talk through what needs to happen first to get your finances in order.