From career-woman to wife/partner, and from caring mom to single-motherhood, separation and divorce – women go through more transitions during a lifetime than most of us realize. And through it all, women often juggle several balls simultaneously, doing the best they can, while often hoping for the best. However, LIFE HAPPENS, and that’s why we’re here to help women navigate through all of those transitions safely and securely.
Widows
Losing a spouse is an incredibly difficult journey. We are committed to providing you with the caring support and expertise you need to navigate your financial future.
- "How can I secure my financial future after losing my spouse?”
- “What happens to social security/pensions after my spouse passes away?”
- “How do I file for life insurance benefits?”
- “What should I do with bank accounts, investments and retirement assets the deceased owned?”
- "What steps should I take to protect my family's financial well-being?
- “How can I manage my investments wisely during this difficult time?”
- "How can I plan for my retirement as a widow?”
- "Is my estate plan comprehensive enough to protect my family's legacy?”
We understand the unique challenges widows face and are here to provide compassionate and knowledgeable guidance through this difficult phase of life. Our network of professionals are available to assist you with your investment, planning, tax and estate related concerns. Together we will work together to achieve your financial stability and peace of mind.
Preparing for Retirement
You've worked hard in your career, and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.
Together, we'll develop a plan that helps you accumulate wealth while you're still working, and transition to properly withdrawing from your assets to ensure a comfortable retirement.
New Investment Manager
Preparing for the loss of a loved one who controlled the household financial planning and investments.
The idea of losing a loved one is a scary thought. If you want to prepare for a potential change in roles of the financial decision maker due to illness, death or other impairment, you may need a fiduciary advisor who can assist you with household budgeting, investment management and coordination of your entire financial picture. Feel free to contact us to schedule a conversation at no obligation.
Divorcees
Your divorce put you through the ringer, and now your world feels turned upside down.
You’re starting to think about retirement. This next phase of life might mean not working at all, changing fields, reducing your hours, starting a business, or volunteering to change the world.
There are a mountain of financial decisions to make… on your own.
- How will your financial settlement affect your lifestyle?
- If you’re getting a lump sum, how do you use it wisely?
- What happens when alimony and child support come to an end?
- What if you’re paying the support? How does that impact your picture?
- Will you have enough money to support yourself and the kids, now and in the future?
- How will you pay your bills? Will you need to go back to work?
- Can you still meet your goals for the future?
Just thinking about all the decisions you face is exhausting.
You may not have the time or energy to quickly become an expert on all things money an investments. What if you could find a trusted partner, to help you plan for both the near future and the far-off. To help you live your best life because you’ve been through some stuff.
If you fall into any of these categories and are looking for a trusted individual who you can openly discuss your finances within a judgment free zone, please feel free to reach out. I look forward to learning more about you and to being of service.
