If you are viewing this page you may have recently become a widow or may have been a widow for some time.

My heart goes out to you at this very difficult time. I have had several clients over the past few years who have lost their husbands, some as young as their early 60's and others as late as their late 80's. Each of these ladies had unique issues to address based on the level of advanced planning or lack of planning, completed prior to their husband's passing.

No matter what the level of planning, I welcome the opportunity to help you through these difficult times.

The best written resource that I have found to help you through these difficult times is "On Your Own: A Widow's Passage to Financial and Emotional Well-Being" Fifth Edition by Alexandra Armstrong CFP® and Mary R. Donahue Ph.D.

Please join us at our next Widow's educational event and learn from others who have already experienced what you are going through and can assist you in dealing with your personal situation.

I will be adding more resources to this page in the near future.

Please click here to download The Six Steps to Financial Independence for Women.

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