When my husband passed away, I didn’t know where to start. My advisor helped me prioritize decisions so that I had the time and space to grieve. Later, we worked on a financial plan just for me. For the first time, I finally understand my finances.
First, we listen. It’s important to understand your investment concerns, income needs, and estate goals.
When a loved one dies, life can feel overwhelming. Our advisors understand it is a difficult time to make decisions. We guide you through key decisions and reduce pressure and give you space to heal.
Often finances are an underlying source of stress after a loved one passes.
Our goal is to give you peace of mind after the death of a loved one, so that you can rest assured that your finances are in good order. We work with you to make sure your estate and investments are updated and reflect your long-term wishes.
Our financial planners guide our clients through the infinite maze of investments, taxes, budgeting, saving, estate planning, college planning, all types of insurance questions, and other planning issues.
Have you cared for a loved one near the end of his or her life? Actively deciding on a plan for your own care is ultimately a gift you give to the loved ones who outlive you.
Widows said becoming the sole financial decision maker was even harder than adjusting to a loss of income.
Jane became a widow after her husband lost a long battle with cancer. She didn’t feel her husband’s financial advisor understood her, and sometimes felt he didn’t respect her. She wanted someone to take the time to explain how she was invested, and also listen to her personal financial goals and wishes. She had three children, several grandchildren, and friends and a charity that were important to her. She had many questions and concerns.We:
Listened to Jane during our discovery meetings
Wrote a one-page advanced financial plan that Jane understood, and was able to act on
Helped her through the healing process
Prioritized the actions into bite-size portions, relieving Jane’s stress
Changed directions as her goals changed
Provide ongoing investment management
Jane found new friends and is able to spend more time with her family. The family feels closer than they ever have before and Jane is thankful she is able to set aside her money worries, with the help of her financial advisor.