Services
Supporting widows with compassionate wealth management
Nothing upends your world like the death of a spouse, leaving you at a loss for what to do next. The many decisions ahead of you can be overwhelming at a time when you’re dealing with a flood of emotions. Having a support system and plan in place to help you through this time of transition will make the process of moving forward a little lighter. When you’re ready, I’d love to help you make these decisions thoughtfully.
THE SUPPORT YOU DESERVE AFTER YOUR PARTNER’S PASSING
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.
WEALTH MANAGEMENT FOR WIDOWS
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.
Financial Transition for New Widows
o
PACKAGE N 1
*of your account value.
PLEASE SEE FAQS FOR DETAILS.
0.7%
Fees start at
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.
What You'll Achieve:
We’ll get a clear picture of your current finances: income, net worth, expenses, taxes & risk exposures.
We'll address any outstanding tasks including retitling/consolidating accounts, updating beneficiaries, etc.
We’ll identify and prioritize your short- and long-term financial needs and goals.
We’ll create an investment strategy tailored to your needs, comfort level, and future aspirations.
We'll meet regularly to tackle action items, address questions, & ensure you're on track towards your goals.
Ongoing Support:
Strategize:
Define Goals:
Get Organized:
Complete Tasks:
The Process:
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 investments to put you in the best financial position going forward.
Securing your income for your pre- and post-retirement years.
