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

Wondering which package is best for your needs? Watch this short video to understand the difference between our two packages for widows.

right for you?

Which PACKAGE IS

VIEW DETAILS

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

Close DETAILS

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

* PAYMENT PLANS AVAILABLE. PLEASE SEE FAQS FOR DETAILS.

$2,500

YOUR INVESTMENT:

Organization of your financial information and important documents now and for the future.

Development of personal financial skills and systems that will empower you to take control of your finances.

Reduce stress and overwhelm by focusing on what needs to be done first.

The ability to begin the next phase of your life with confidence and clarity. 

What You'll Achieve:

We’ll identify and prioritize your most urgent 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 and together we’ll create a manageable to-do list to ensure your goals are met.

A check-in on how you’re doing, what you’re struggling with and where I can help.

Reflect on your progress, wrap up loose ends and discuss next steps.

Phone & email support throughout the 6-month engagement to help with follow-up questions or roadblocks.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

What's Included:

Reviewing bills, loans, etc. to take care of any immediate obligations.

Notifying the appropriate agencies and financial institutions of your spouse’s passing.

Transitioning your home, accounts, and other assets into your own name.

Applying for spousal or survivor benefits from Social Security or pension.

Topics We'll Cover:

VIEW DETAILS

You’re past the initial shock and are adjusting to your new life after the loss your spouse. You have taken care of any immediate obligations and are ready to start looking towards your future. You need some help redefining your financial goals now that you’re single. You want a plan for your future, retirement and investing that makes you feel secure and independent.



Financial Planning for Widows

o

PACKAGE  N   2

Close DETAILS

You’re past the initial shock and are adjusting to your new life after the loss your spouse. You have taken care of any immediate obligations and are ready to start looking towards your future. You need some help redefining your financial goals now that you’re single. You want a plan for your future, retirement and investing that makes you feel secure and independent.



Financial Planning for Widows

o

PACKAGE  N   2

* PAYMENT PLANS AVAILABLE. PLEASE SEE FAQS FOR DETAILS.

$2,500

YOUR INVESTMENT:

Organization of your financial information and important documents now and for the future.

Development of personal financial skills and systems that will empower you to take control of your finances.
 
A sense of relief knowing you are on track towards achieving your financial goals.

Confidence and clarity as you begin the next phase of your life.

What You'll Achieve:

Redefine and prioritize your short- and long-term financial goals.

We’ll get a clear picture of your current finances: net worth, income, expenses, taxes and risk exposures. 

Discuss solutions to get you on track towards achieving your goals and create a manageable to-do list. 

A check-in on how you’re doing, what you’re struggling with and where I can help.

Reflect on your progress, wrap up loose ends and discuss next steps.

Phone & email support throughout the 6-month engagement to help with follow up questions or roadblocks.

Phone & Email Support:

Wrap-Up Meeting:

Progress Meeting:

Strategy Meeting:

Get Organized Meeting:

Goals Meeting:

What's Included:

Create a spending plan that makes sure you retain a sense of normalcy, while still setting aside the money you need to achieve your goals.

Determine the impact of the loss of your spouse on social security or other retirement benefits, explore savings strategies to cover any income shortfall.

Discuss strategies for investing life insurance proceeds.

Strategize to minimize current taxes while also optimizing your long-term taxes.

Reevaluate your goals for your legacy, protecting your family from the unexpected.

Travel, college savings for kids, downsizing home, etc.



Topics We'll Cover:

VIEW ADD-ON SERVICES

INVESTMENT MANAGEMENT & HOURLY SUPPORT AVAILABLE EXCLUSIVELY FOR FINANCIAL PLANNING PACKAGE PARTICIPANTS.

ADD-ON SERVICES

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Frequently Asked 

QUESTIONS

ALL THE INFO YOU NEED TO MAKE AN INFORMED DECISION.

SCHEDULE FREE DISCOVERY CALL

YOU’RE ONE STEP AWAY FROM THE SUPPORT YOU DESERVE.

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