Services for Recently Widowed Women

Stage 1:  Create Calm in Chaos

  • Go through paperwork
  • Assist in completing all necessary forms
  • Prioritize what needs to be done now and what can wait until later
  • Create a net worth statement (list out all assets and liabilities)
  • Review assets to make sure there are no “red flags”
  • Work with your attorney and accountant to be sure everything is cohesive
  • Help gather necessary information
  • Set up an organization system for all incoming bills and paperwork
  • Explain options and how they fit into your overall financial picture
  • Explain Social Security benefits
  • Explain the probate process and what you can expect
  • Assist in ensuring all benefits are received


Stage 2:  Empowerment

  • Needs Analysis
  • Work with accountant to file your taxes
  • Develop a personalized system for cash flow management
  • Develop an emergency plan
  • Partner with you to evaluate financial choices
  • Assist with re-titling and renaming various accounts
  • Develop identifiable and achievable financial and non-financial goals


Stage 3:  Planning

  • Analyze all insurance needs (health, disability, long-term care)
  • Investment education
  • Review/Modify existing estate planning documents
  • Review beneficiary designations
  • Plan for children/grandchildren’s education/inheritance

Second Opinion Service

Our complimentary second opinion offer is available for potential clients that would like to benefit from one of three outcomes: a confirmation that your existing investments and financial plan are on target with your current advisor; the offer to become a wealth management client of ours; or we’ll offer suggestions to improve your current trajectory towards your financial goals. Since we only limit our services to a select few households that we can make a significant impact on, it is important that we only onboard households that have the financial complexity to warrant our comprehensive approach.
Fill in the information below to start the 2nd opinion process

    Or call 952-470-5049 or email us at