Financial Planning for Widows — Compassionate, Judgment-Free Guidance
You didn’t plan for this. No one does.
One day you had a partner who shared the weight of your world — including the financial weight. Now that weight is entirely yours, and it arrived at the worst possible time, in the middle of grief that doesn’t follow any schedule.
The sadness comes in waves. So does the anger. And underneath it all — quiet but persistent — is the fear. What do I do now? Where do I even start? What if I make a mistake? Those feelings are completely normal. And you don’t have to figure this out alone.
You understand the importance of money. However, your happiness isn't based on your net worth. Intangibles like your relationships with family and friends, maintaining good health, and being happy are what really matter.
Having enough income to live your life, doing the things that are important to you, represents financial security in your book. You want to spend time with the people you've chosen to bring into your life, yet maintaining your independence both with your health and finances is your goal. The last thing you want is to become a burden on your family.
Even when the economy and your investments are doing good, you have lingering concerns about the future. Political issues and world events weigh heavy on your mind. Common sense tells you that these concerns are out of your control.
Your common sense also tells you, that it's wise to focus on things within your control. When it comes to your finances, you get to choose who you'll look to for advice.
One of my favorite childhood memories was playing "school" with my sister and our cousin. I was the teacher. Years later, I'm still teaching. My years of experience and knowledge are a good reason to hire me. A great reason to hire me is because I love helping others learn, grow, and gain confidence in their finances and in life.
Financial planning is a collaborative process that we'll take at your pace. I'm patient and I'll encourage you to ask questions. Also, I'm not above learning from you! My goal is to make you feel comfortable. I speak in language that is easy to understand and isn't full of financial jargon. I serve you first, by listening to you. I serve you next, by making certain that I understand your goals and concerns. Your goals and concerns are my concern.
I've always encouraged prospective clients to interview other advisors. I believe that you need to feel comfortable with the person from whom you'll be receiving advice. If you aren't totally comfortable with your advisor, you'll find it difficult to implement your plan. It's in your best interest to hire the financial professional with whom you feel at ease.
Serving widows is one of my core specialties. For nearly two decades, I have served widows by delivering financial advice and strategies which empower widows to make educated decisions about their finances.