True WealthTM Planning
I’ll help you determine:
What to do now such as:
- Taking care of yourself and your immediate family
- Paying the property taxes and utility bills
- Making sure there is food on the table and that you’re in good mental health
What to do in the near future such as:
- Getting the probate process started
- Evaluating your income sources
- Identifying recurring expenses
- Anticipating one-time expenses
What can be done a little further down the road such as:
- Giving money to your kids or grandchildren
- Making big changes to investments
- Giving to charity
- Choosing to either sell or keep your house
We’ll help you triage the decisions you need to make, and advocate for your emotional, physical, and financial well being during difficult times. We understand that you are grieving and that already difficult decisions are even harder under the circumstances. We’ll help you ‘go slow’ and make the right choices only when you feel ready to do so.
We know that grief is not a linear recovery, it takes time and making sound decisions can be difficult without the right guidance. If wealth does not come upon you gradually, but rather suddenly, you need to be very careful with the decisions you make. There can be an emotional and spiritual whiplash that occurs from it, and so it’s important to take your time.
We’ll help you become informed so that you can confidently manage your finances now and in the long run. We’ll also help you work with the professionals that you will need during the process such as:
- Tax attorneys
- Estate planners and executors
- Insurance advisors
- Investment advisors
As your True WealthTM Planning Advisor, I am here to help you through the inevitable transition phases of life and ensure you enjoy financial well-being for years to come.