Losing a Loved One

Whether a sudden death or prolonged illness, losing someone we love is a heart-wrenching experience. And in the middle of that grieving, there are often questions about the finances.  "Am I going to be ok" is one that tops the list.

We help take a great deal of that burden off your shoulders.

We've helped many couples or individuals organize their financial picture before their ill spouse passes away or just when it becomes too much to manage.

Adult children have brought us in to help after one or both parents have passed away to help figure out the financial assets and how they can be used to help the surviving spouse or to understand their own financial situation.

It's a dark time for all, but we are honored to be able to help. We create and help manage check-lists, consolidate investment assets and work with estate planning attorneys to fulfill the deceased spouse’s wishes. We carefully listen, patiently educate and help the surviving spouse build a new estate plan...and a new future.

When our clients ask  "Am I going to be ok?”, our team is passionate about doing our absolute best to make sure the answer is “Yes.”

If you or someone you know has recently lost a loved one, or will be losing a loved one, let's talk. We're here to help.