Guidance in Times of Loss
Lightening the load of widowhood with practical support
The financial stress and planning are often surprising and emotional parts of becoming a widow. Whether you’re new to the role of money manager or simply navigating the financial changes that come with widowhood, you don’t have to do it alone. You may feel paralyzed and overwhelmed, not sure where to start. We’re here to support and help you see a clear path forward.
If you’ve been recently widowed
If your loss is recent, you may be struggling to handle the personal and legal details. The paperwork, phone calls and organization may be overwhelming right now. We can help ease some of that burden.
We can put together a plan and then help by making calls and filling out paperwork with: prior employers; the Social Security Administration; pension or retirement plans; life insurance companies; title companies; Veterans Affairs; and banks and financial institutions. With our experience and expertise, we can often expedite these processes as well.
During this challenging time, we extend our support by offering practical assistance, personalized plans, and the understanding that you don’t have to face the complexities alone. Your trusted friends and family are more than welcome to join us on this journey of easing burdens and securing a smoother transition.
Planning your next steps
If you are farther along in your journey and ready to start thinking about your next chapter, we are here to help.
We understand that especially at this time, portfolio planning and establishing financial goals is a personal process that requires trust. Our goal is to provide practical solutions and expert leadership with an emotional connection of mutual respect.
We’re here to listen and understand your values and goals. With the right advisor, the process can allow you to build what’s right for you now and help you feel empowered and confident as you move forward.
If you’ve been recently widowed
If your loss is recent, you may be struggling to handle the personal and legal details. The paperwork, phone calls and organization may be overwhelming right now. We can help ease some of that burden.
We can put together a plan and then help by making calls and filling out paperwork with: prior employers; the Social Security Administration; pension or retirement plans; life insurance companies; title companies; Veterans Affairs; and banks and financial institutions. With our experience and expertise, we can often expedite these processes as well.
During this challenging time, we extend our support by offering practical assistance, personalized plans, and the understanding that you don’t have to face the complexities alone. Your trusted friends and family are more than welcome to join us on this journey of easing burdens and securing a smoother transition.
Planning your next steps
If you are farther along in your journey and ready to start thinking about your next chapter, we are here to help.
We understand that especially at this time, portfolio planning and establishing financial goals is a personal process that requires trust. Our goal is to provide practical solutions and expert leadership with an emotional connection of mutual respect.
We’re here to listen and understand your values and goals. With the right advisor, the process can allow you to build what’s right for you now and help you feel empowered and confident as you move forward.
