Widows Financial Planning
Whether it's been 2 weeks or 2 years and beyond, there no better time to begin your own fresh way forward.
First Steps
It's normal to feel lost and overwhelmed following the passing of a spouse. You will be expected to make all sorts of decisions, big & small, during one of the most difficult and emotional times of your life. You do not have to figure it all out on your own. Allow us to help.
Partnership
Let us be the independent and expert guide to help put the chaos into order. We can assist in organizing documents, short-term cash flow, account ownership changes, Social Security death benefits, and many other immediate items of concern. We're even happy to just be a second ear in meetings or help facilitate communications with existing professionals such as attorneys and accountants.
Moving Forward
Once the initial phase passes and the estate is settled, we can begin crafting a custom plan individualized to you regarding your financial future to help you bloom into your next chapter in life.
