Wondering which package is best for your needs? Watch this short video to understand the difference between our two packages for widows.
After the trauma of losing your spouse, your finances are the last thing you want to worry about. You’re worried about managing your finances on your own, and you seek guidance as you navigate important financial decisions.
Immediately after the death of your spouse, your finances are the last thing you want to worry about, but there are so many important decisions that need to be made. If you’re worried about managing your finances on your own or are seeking guidance as you navigate important financial decisions, this package is for you.
Organization of your important financial details so you know exactly where you stand.
Development of personal financial skills and systems that will empower you to take control of your finances.
Reduced stress and overwhelm by focusing on your highest priority goals.
Confidence and clarity as you begin the next phase of your life.
We’ll identify and prioritize your short- and long-term financial needs and goals.
We’ll get a clear picture of your current finances: net worth, income, expenses, taxes & risk exposures.
We’ll discuss solutions to get you on track towards your goals, and turn them into a manageable to-do list.
We'll check-in on how you’re doing, what you’re struggling with and where I can help.
We'll reflect on your progress, wrap up loose ends and discuss next steps.
3 months of phone & email support after we finish your plan to help with follow-up questions or roadblocks.
Creating a spending plan that ensures you retain a sense of normalcy.
Reevaluating your goals for your legacy & protecting your family from the unexpected.
Repositioning your assets to put you in the best financial position going forward.
Securing your income for your pre- and post-retirement years.