True WealthTM Planning

When you are a new, or soon to be new widow, life can move quickly. When life brings about major changes it can be difficult to slow down, take stock of what needs to be done, and plan properly.
Whether it be sudden wealth due to the loss of a spouse, an unexpected inheritance or proceeds from a divorce, having a guide by your side who can help you address the myriad of decisions that lay in front of you is vital. 
You may be overwhelmed by the decisions that lay in front of you in the event of sudden wealth, but rest assured, not everything needs to be decided today.  
Let me be the heavy so you are not rushed into decisions by those around you that are well-intentioned but wrong. 

I’ll help you identify & prioritize:

What to do now:

  • 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 soon:

  • Getting the probate process started
  • Evaluating your income sources
  • Identifying recurring expenses
  • Anticipating one-time expenses

What to do later:

  • 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.

Questions? Check out our FAQ page.

We believe a financial life planning approach leads to greater success and fulfillment in retirement.

Use the calendar below to schedule a free 30 minute call to learn more about our flat fee financial planning services.