We’ve walked alongside many widows during one of the most challenging seasons of life. Each situation is different, but the emotions, questions, and uncertainty are often shared. Our role is to help bring clarity where things feel confusing, to help you understand which decisions truly need attention now, and to give you space and support as you find your footing again.
SHOULDER THE STRATEGY FOR YOUR WEALTH
You don’t have to manage financial decisions on your own. With a dedicated partner by your side, the details are handled thoughtfully and with care—helping you understand where you are today and gently plan for what comes next.RECOMMEND WHAT'S IN YOUR BEST INTEREST
Your financial guidance is never one-size-fits-all. Each and every recommendation is thoughtfully developed with your personal priorities in mind, so you can feel confident that what’s suggested is meant to support you and your needsGuidance is provided with clarity and care, free from pressure or hidden agendas. You’re supported in understanding your choices and the trade-offs involved, so you can make decisions confidently, knowing they align with your needs.
BE A RELIABLE AND PATIENT RESOURCE FOR YOUR QUESTIONS
As questions come up over time, you have ongoing support you can rely on. With patient explanations and a steady presence, you’re never expected to have all the answers. There’s no rush—nothing needs to be figured out all at once.
You might distrust someone you’ve never met with something as important as your wealth. I wish my deceased Grandmother had.
My Grandfather was an entrepreneur who left her millions of dollars in today’s money. While she understood hard work, she didn’t understand investments. Her grief and inexperience compromised her ability to make sound financial decisions. She sold my grandfather’s business for much less than it was worth and invested the proceeds in a “can’t miss” real estate opportunity that never panned out.
She lost potentially multi-generational wealth in a matter of years, leaving her with three kids to support and no money. This shouldn’t have happened to her — and I don’t want it to happen to you.
During times of loss, it’s natural to have questions; some financial, some emotional, and many that don’t fit neatly into one category. Click each question below to find the answer you’re looking for. If your question isn’t covered, please reach out when you’re ready.
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That depends on lots of things, including how much wealth you want to leave behind and when you want your loved ones to access it. Do you give while you live, provide it all as an inheritance or balance between the two? I can provide simple, honest advice based on your goals. |
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Of course: We can discuss any money matter, from buying a new car to homeowner’s insurance, remodeling questions and even coach vs. first class tickets. Just call or come see me and we’ll make a sound decision together. |
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You don’t have to figure it out alone. I walk you through each financial step at a pace that feels comfortable. From organizing accounts, identifying what needs attention now, and helping you understand what can wait. |
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The truth is, anyone might without proper planning. I will help you make wise decisions with the intent that you have enough money to live the way you want to. |
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Often there is one child who steps up and becomes involved, offering help and their opinion. Involving them in our meetings may enhance confidence and comfort in your money decisions. |
This booklet is designed to help you take control of the essential financial steps during this time, at your own pace. Inside, you’ll find practical checklists, timelines, and helpful resources to guide you from the first days after your loss through the months ahead.
Remember, you don’t have to do everything at once. You have time to make thoughtful decisions, and support is here when you need it. Together, we’ll work hand-in-hand to help manage the days and weeks ahead.