Your husband’s death is possibly the most devastating event you’ve ever experienced. You may wonder, “Am I going to be able to make it on my own?” Or, “What do I do next?” It isn’t uncommon for widows to feel overwhelmed. That is why I am committed to guiding you through this process, step by step, to help make this transition as easy as possible.

Working with widows is personal for me. I lost my father when I was 17 and experienced firsthand the effect this can have through witnessing my mother’s loss. For widows, a unique feature is built into the first steps of our Consultative Process with the goal to provide you more immediate organization and clarity during a time of devastation. It integrates basic financial information with self-reflective exercises to build your confidence on money matters in a way that’s not overwhelming to you.

We also work closely with your other professional advisors – such as attorneys, accountants, and insurance agents – to establish a complete financial planning team who can address your most critical needs now and assist you in setting realistic and attainable objectives for you and your family later.

There’s no reason to go it alone. As your trusted advisor, we will help you customize a financial course toward your future.


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