For our clients who recently lost a loved one, we meet them right where they’re at, which very often is feeling overwhelmed, alone, and sometimes paralyzed, uncertain of next steps. We understand these feelings. Your world was turned upside down, perhaps rather suddenly. Where you used to have someone to make financial decisions with, now you’re at the helm on your own; for some, rather reluctantly. Sometimes this is terrifying, especially for those who have not been the primary decision-maker in the past.
We partner with recently widowed or divorced people, slowly and purposefully taking steps forward to sort through the many details and decisions to help them find firm footing.