Broker Check

Planning After the Loss of a Significant Other

One of the most devastating life events one faces is the loss of a spouse, whether expected or unexpected, and even the best preparation cannot soften the emotional blow. One of the first steps is organizing financial documents. We help clients determine where they are financially, how to adjust their budgeting, and reevaluate their short and long-term goals, from paying for a child's tuition to estate planning. We can also work with clients' CPAs and attorneys to coordinate other financial needs. In this emotionally trying time, we understand how important it is for widows and widowers to feel comfortable discussing their challenges and fears. Working together, we give our clients our undivided attention and the time for them to ask any questions they may have.