Coping With the Death of a Spouse

Immediately following the death of your spouse, you will be faced with decisions that will have a significant and lasting impact on your future financial well-being. In the period following your spouse’s death, you will be flooded with paperwork and likely feel pressured into making financial decisions quickly. It is important to do things one step at a time, at a pace that feels comfortable for you. We can help organize your affairs, identify any problems or issues, and prioritize the decisions that must be made.

As fee-only advisors our advise is not predicated on making a product sale. Our only special interest is you and your well-being. Family and friends can provide moral support, but may not have the knowledge or training to help with financial decisions. Our goal is to become part of your support system and your thinking partner as you move forward with a new phase of life.