Widowed Clients


New widows are faced with dozens of critical financial decisions at a time they’re dealing with profound grief. Feelings of confusion and worry are completely normal.

In 2011, I lost my partner, Bryan, suddenly. His passing left me feeling like my entire future had died with him. Once I was over the initial shock and trauma, I was looking for a way to turn my pain into a positive – and found it through my business; by focusing my wealth management practice on helping widows maintain, or re-establish, financial well-being. I know firsthand how traumatic the loss of a spouse can be – and that a major concern for most women is their financial situation. My goal is to take away that worry by helping you create a financial plan that allows you to live life to its fullest, support your family, and build wealth for the long-term – without worry or fear.

While drastic moves are not recommended immediately following the death of a spouse, over the course of the first year you can you can – and should – work on things like document collection, cash flow stabilization, and finding a team of trusted professional advisors to work with going forward.

Having lost my own partner at a young age, I understand some of what you may be going through. And I can help by creating a plan that makes sense for you and your family, and leaves you feeling secure, organized, and confident in your future.

If you’re dealing with the proceeds of an estate that’s valued at over $250,000, I invite you to contact me to arrange a discovery session, where we can get to know each other and you can ask all your questions