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When I was in my mid twenty’s, my father passed away leaving my mother heartbroken and without much money. I love my dad, but he wasn’t prepared to pass away at 49 years old. He didn’t have a financial plan or life insurance, which meant my mother was forced to get a full -time job. She even got a second job part-time, just to make ends meet. 

After watching my mother struggle, I‘ve made it a personal mission to help other families avoid this difficult situation. I especially have a heart for helping widows because I wish someone with financial knowledge had been there to help my mom.

If you’ve recently lost your husband and feel overwhelmed, give me a call. I can help you work through the financial chaos and make the journey a little easier.

Every situation is different, but for most people, the financial chaos includes… 

  • What to do with their husband’s 401K or pension
  • What to do with his life insurance
  • Finding out how much his social security benefits are and deciding whether to take his benefit or your own.
  • Figuring out what to do with your credit cards
  • Determining if you can stay in your home

I’ll help you put the pieces together and create a financial plan to give you financial security.

It’s not easy to work through all of this when you’re grieving so let me help you.

Download Our Free "Surviving Spouse Checklist"

Our "Surviving Spouse Checklist" was created to ease the burden of navigating your financial landscape all while grieving. To download the checklist complete the form below. Once you have submitted the form you will be sent an email containing a link to download our FREE "Surviving Spouse Checklist." You should receive the email within a few minutes of completing the form.

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