Guiding widow(er)s and divorcees through critical financial decisions

We are your partner on the journey to a new financial independence….

Our team specializes in helping clients who have lost their spouse due to death or divorce.  These life changes require a number of key financial decisions to be made while you are still dealing with emotional stress and grief.  We make sure you are prepared for issues like medical bills, attorney fees, Social Security decisions, and revising your beneficiaries.  We help you understand how to manage your money and feel secure that you have sufficient income for your lifestyle, especially if financial management is an unfamiliar role to you. Together, we will develop a plan that addresses the immediate and long term implications of your new situation. 

Our mission is to guide you through the crucial decisions ahead to make sure you feel confident in your finances and future – so you can heal and move forward with your life.