Broker Check

Wealth Planning for Widows

...

Recovering from the death of a loved one is one of life’s most difficult challenges. We understand that making wise decisions in the context of everything else occurring in your life may be overwhelming. Yet, at this time, you are asked to make many important financial decisions. With knowledge and expertise to handle complex financial issues, we will help you sort through the confusion, guide you through the paperwork, and create a plan for the next chapter of your life.

In the beginning, you may just need a person to hear your story and understand the emotions you are feeling. As you work through these emotions, we will guide you through the process of understanding and gaining control over your financial situation. Although each person's circumstances are unique, the diagram below illustrates the steps we will take with you.

We are passionate about helping you move forward confidently to secure your financial future. As life’s journey changes, your trusted advisory team will be there to prepare, support and empower you to meet life’s challenges.

Resources

Articles:

  1. Women – Moving Forward Financially after the Loss of a Spouse 
  2. Women and Investing – A Financial Guide for Women 

Books: 

  1. Kathleen M. Rehl, Ph.D., CFP – Moving Forward on your Own, A Financial Guidebook for Widows
  2. Alexandra Armstrong, CFP and Mary R. Donahue, Ph.D. – On Your Own, 5th Ed.: A Widow’s Passage to Emotional and Financial Well-Being
  3. Genevieve Davis Ginsburg, M.S. – Widow to Widow: Thoughtful, Practical Ideas for Rebulding your Life
  4. Amy Florian – No Longer Awkward
  5. Brook Noel & Pamela D. Blair, Ph.D. – I Wasn’t Ready to Say Goodbye: surviving, coping & healing after the sudden death of a loved one