Finding yourself on your own after years of having shared finances, accounts and financial decision-making can be difficult, whether that was by chance or by choice and whether you had time to prepare or not. Having to go it alone on financial matters can be difficult under the best of circumstances, but especially hard when you don’t feel as knowledgeable or confident as you’d like to be.

If you've been widowed you need a level of support, guidance and expertise different from someone who's not facing the emotional and financial challenges that follow such a profound loss. You need to be able to process your emotions in your own time and in your own way. At the same time, there will be many things that need to be taken care and can't wait. That's when having a trusted advisor can make all the difference. Many women who've been widowed want to work with an advisor who can not only help them navigate the many financial issues that will arise, but who understands their needs and concerns on a deeper level. If that kind of advisory relationship would make a difference for you, I will provide you with what you need to move forward with more confidence. Among the things I can do for you will be to 

  • help you determine whether your current investments are too risky, too conservative or just right
  • help you gain certainty about your ability to meet your financial needs
  • help you with investment strategies and management to provide more income and reduce taxes
  • review life insurance you own so you can decide how to use it most effectively
  • guide you through any Social Security benefits questions
  • review or recommend estate planning documents and estate plans
  • help you with strategies for handling future healthcare and long-term care costs