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.
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
A clear, organized view of your new financial reality
Peace of mind knowing that your wealth is being managed in alignment with your goals
Personalized advice and strategies tailored to your unique goals and needs
Confidence in tackling your financial future with a trusted partner by your side
What You'll Achieve:
Get a clear picture of your current finances: income, net worth, expenses, taxes & risk exposures.
Address any outstanding tasks including retitling/consolidating accounts, updating beneficiaries, etc.
Identify and prioritize your short- and long-term financial needs and goals.
Create an investment strategy tailored to your needs, comfort level, and future aspirations.
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:
