Women In Transition

After Loss of a Loved One


There never seems like there is enough time to prepare for the loss of a spouse.
Some things may be able to put on hold now but several things you must handle soon after the funeral. Many friends, family and professionals may be pressuring you to make decisions, however proceed with caution and on your own timeline. We have helped and guide many women and men through the aftershock of their partners death.

Most Widowed clients most pressing anxiety is fear. Fear of the unknown, of making a mistake that will cause them to lose all their money. We've recognized that people who experience sudden wealth or sudden control of their wealth, is that they are afraid of losing it. Starting out in a more balanced conservative approach helps women become comfortable about being in charge of their wealth. We see a transformation of these women becoming more communicative and active in their money management and planning.


Your Never Really Alone:
 Our team has a special place in their hearts for widows. We strive to give widows compassionate personal care as we walk them through the initial shock of losing their loved one. We understand that need of feeling safe, needing to have more answers and being able to see the big picture. We help guide our ladies in making good sound financial decisions while helping them feel more comfortable and confident about them. Our team helps these ladies get organized, update any financial / insurance items, and create a road map of what life and finances will look like going forward.
 
Taking Control of Your Financial Future


Widowhood Transition Assistance:

How We Can Help

Protect & Transition
Help Safeguard Inherited Wealth. Hands on support transitioning accounts into own name and needs. After a significant transition we walk clients through updating their estate & tax plan to determine if they are on right path for surviving spouse.

Expense & Income Planning
Getting Organized, Identify Obstacles and help with cash flow & budgeting. Determine current needs and plan for survivor's goals.

Investment & Risk Management
Reassess Risk In Transition and determine the role and goal of your money. These include insurance needs such as health, life, long-term and disability.


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Knowledge is Empowerment: We understand that feeling safe, needing to have more details and being able to see the big picture is a big need for our widowers. We help guide our ladies in making good sound financial decisions while helping them feel more comfortable and confident about them. Our team helps you get organized, update any financial / insurance items, and create a road map of what life will look like going forward. Whether you come to us after you have lost your spouse or we already have a relationship with you, we are committed to always treating you with patience, respect and compassion.
We would be honored to be apart of your team and making sure you feel comfortable every step of the way.



Great Reads:
"Single... Not by Choice: Emotional and Financial Guidance for Women After the Loss of Their Spouse." 
By:  David Rust & Shane Moore

"So Now You're a Widow:  Tips, Advice, and Stories from Widows to Widows." 
By:  Bonnie Merryfield

"The Widow's Journal:  Questions to Guide You through Grief and Life Planning after the Loss of a Partner." 
By:  Carrie P Freeman


Resources:
Loss of a Loved One Checklist

Social Security Options for Spouses Widows Ex-Spouses

Inheriting Traditional Ira


Inheriting Roth Ira

Life Insurance Types

Preserving Fam
y.ily Wealth

https://www.nytimes.com/2011/09/03/your-money/4-money-pitfalls-every-widow-should-avoid.html


https://www.kiplinger.com/slideshow/taxes/T021-S001-most-overlooked-tax-breaks-for-the-newly-widowed/index.html

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