LET’S GET YOU THE SUPPORT YOU NEED.
What Are You Navigating?
SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES SERVICES
You’re overwhelmed with grief. Your finances are the last thing you want to deal with, but there are critical decisions that have to be made now.
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WIDOWHOOD
Whether the end of your marriage was your choice or not, you’re looking to regain your financial independence and ensure stability going forward.
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DIVORCE
Whether the end of your marriage was your choice or not, you’re looking to regain your financial independence and ensure stability going forward.
START HERE >>
DIVORCE
START HERE >>
You’re overwhelmed with grief. Your finances are the last thing you want to deal with, but there are critical decisions that have to be made now.
WidowHOOD
ADD-ON SERVICES
Investment management is available as an add-on service for those who have completed one of our financial planning packages but want additional support after the package ends.
Of your account value
0.7%
FEES:
You have investment accounts outside of your employer plan that you are able to transfer.
You want ongoing access to financial advice throughout the year.
You prefer a low-cost, passive management investment strategy.
Investment Management is for You If:
Customized investment recommendations
Low-cost index fund portfolios
Regularly scheduled portfolio review meetings
Socially Responsible portfolios available
What’s Included:
Investment Management
If you have outside accounts that you want to roll over to have me manage, I offer investment management through Altruist. Learn more about Altruist.
