Financial Advice for Widows

Losing your spouse is one of life’s most challenging transitions.

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.


Taking it one step at a time.


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.


  • What financial and legal tasks must be done right away?
  • What decisions can be deferred for a few weeks?
  • What longer-term decisions need to be made?

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.


Women outlive men
Men die married
Women die single
  • 4x: Women are nearly 4 times more likely to outlive their spouses than men. (
  • 80% of men die married
  • 80% of women die single

Widows said becoming the sole financial decision maker was even harder than adjusting to a loss of income.

Client Stories

Jane Widow

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.

Services We Provide

Covered in these areas

Investment Advice

Patented investment process, including ESG investing: environmental, social and governance considerations.

Financial Planning

Financial Planning

Align your money with your values, goals and relationships and bring peace of mind.

Couple on yacht

Retirement Income Planning

Be confident and keep your independence, dignity and lifestyle for the rest of your life.

Concentrated Equity Owner Guy Espresso

Concentrated Wealth

Expertise for concentrated equity positions, reducing taxes and other costs.

Charitable Planning

Charitable Planning

Make an impact beyond your family, helping our community and the world at large.

Tax and Estate Planning Advice

Tax and Estate Planning

We deliver advanced financial planning advice with our independent expert team.

Stacey Frank Marla Mason and Cameron Morgan

Women's Wealth and Wellness

Women’s economic influence is rising to new levels.

Grandma and grand-daughter Flower

Life Planning

Helping you align your money with your goals, values and relationships.


Inheritance or Windfall

Create space to evaluate the meaning and purpose of the money.

Let’s Talk

An initial conversation is always complimentary. We are often told that our discovery process is the best conversation about money a person has ever had.

Contact Us

Family Financial Album

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.

What to Do When a Loved One Dies

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.