Losing a loved one or a marriage is devastating, and many women find their loss compounded by the sudden responsibility of managing complex finances and the need to make time-sensitive decisions that will carry long-term consequences. We can help give you a clear picture of your options and critical decision points at each stage.
Areas of Focus
Financial needs assessment: Showing you a picture of your household finances and what you will need in order to maintain your lifestyle
Income planning: Working with you to determine how many income sources you will be able to draw from and what options you have
Tax planning: Helping you understand your tax liability, how it will change as your life develops, and ways to position yourself correctly to reduce your tax liability
Inheritance and estate: Creating a plan for passing on your wealth and ensuring the funds are used in a way that honors your wishes
Divorce planning: Rebuilding a new financial foundation before and after divorce