Widows & Widowers

Your Needs

  •  Widow(ers) need to take their time making financial decisions
  • Time needs to pass for them to figure out what their new life looks like, and what it costs.  
  • Assets need to be re-named, but their is generally no rush as long as cash flow needs are being met.   
  •  Long-term goals may need to be readjusted. 

Our Solutions

  • Budgeting/cash flow in new life
  • Re-assessment of long-term goals and affordability
  • Re-titling, consolidating, and managing assets
  • Assessment of comfort with risk 

Contact / schedule

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