Grief is hard. Sometimes determining what’s next is even harder. Like you, we know what loss is like and how it affects your financial life.
We understand that navigating through financial goals can be stressful and confusing to anyone, at any time, especially when you’ve lost your partner. We compassionately guide our clients with financial planning and advice as a trusted advisor and friend that walks alongside you during this time.
We help you prioritize the immediate decisions that must be made and determine what’s next. We provide a step by step customized roadmap to help you navigate through this painful and sometimes frustrating time. We are here to help you find answers at your pace.