Nobody plans for unpleasant surprises in life, such as divorce or widowhood. With our team, you always have someone at your side to listen and help plan for all the good that can come next – with life as it exists now and what it can be in the future.

A trusted partner.
While it’s a fact that women have longer life expectancies than men, it doesn’t lessen the shock of losing your husband and continuing on without him. It’s important to have a good support group around you – and we are more than willing to be part of it. If you and your husband have been our clients before his passing, we already have great knowledge and familiarity with your financial situation, which can prove to be extremely helpful.

Helping you prioritize.
Losing a spouse has major financial implications – and they come precisely at a time of great emotional stress. In addition to the shock and grief, there are often medical bills and funeral expenses to pay. There are also many decisions to be made regarding issues such as life insurance proceeds, Social Security and the retitling of financial accounts.

Planning together.
You may be afraid of outliving your savings or not having sufficient income each month to maintain your lifestyle. To add to the feelings of uncertainty, you may be managing financial affairs on your own for the first time. We’re here to discuss the big decisions that come with change. We’ll help you address and resolve all issues and concerns you may have, and sit down with you to create a clear financial plan for moving forward with your life as an independent woman.