You’ll receive clear directions and small steps to take along with help completing them.
Accounts may need to be re-titled or updated with new beneficiaries. Insurance and legal documents must be reviewed for needed changes.
You’ll receive clear directions and small steps to take along with help completing them.
Accounts may need to be re-titled or updated with new beneficiaries. Insurance and legal documents must be reviewed for needed changes.
Attorneys and CPAs will help ensure the steps are properly followed.
I will guide you through these decisions with clear explanations.
Science (and the regulators) say nobody should be pressuring you to make decisions right now. It’s just not a good time. Besides, you may not feel like making decisions every day. This way you can spend more time focusing on your well-being.
Widows can attract product salespeople and relatives looking for money.
Now, you can tell them you’re working with a trusted advisor who is helping you figure out the right way to handle your money.
Ideas may come in from all places of “what you should do”. Bring them in!
I’m your independent advocate, so let’s go over them together. I’m not going to let anybody take advantage of you, or let you make a decision that you’re going to regret later.
After we’ve covered the urgent issues, we can step back and see where you are financially.
Don’t expect to have your financial life in perfect order at this point. I’ll help you pull together an inventory of your finances.
Next, we build a game plan to address your short-term investment, insurance, tax, and legal needs.
The goal is to give you confidence in your immediate financial future. That way, you can focus on other things as needed.
This is the hardest step for many people.
When you are ready, we build a roadmap of goals and clear actions on how best to achieve them. Then we move forward and make it happen!
Managing control over your finances is an ongoing effort. Once we have completed the initial work together, I will continue to help you address your financial questions and challenges in: