Solutions

for Surviving Spouses & Divorcees

During a very difficult time, our mission is to help you manage complexity and feel confident about the path forward.

Following the passing of a spouse or the end of a marriage, the road ahead can feel a bit daunting. This can hold especially true for those who were not the “wealth manager” of the family and now must navigate key financial decisions. If you are working through this process and looking for help managing the financial complexities of life, we can help.

What you can expect

  • Solid footing during challenging times

    You can expect a trusted voice ready to help you navigate the key financial decisions that are part of managing wealth. And regardless of what exactly the future holds, you’ll have a team to help you celebrate the highs and navigate the lows that are part of a life well-lived.

  • A trusted advisor for life

    You will also gain a consistent guide, helping you manage large and small financial decisions that you will encounter. In doing so, we look for ways to grow and protect the wealth that you have built.

  • Financial empowerment is the goal

    We work alongside you through these financial decisions. The goal is to help you feel confident in your financial plan, and, often, this positively impacts other areas of your life, as well.

Our Insights

Throughout the year, we publish articles that share planning opportunities for surviving spouses and divorcees.

Financial Planning
Managing Divorce: Building Your Team

Dealing with a divorce is hard, and the process can be emotionally draining. However, having a strong support system in place can make things significantly easier to navigate. In my...

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Financial Planning
The Value of a Money Mindset

Our mindset is the lens through which we see the world. The right mindset can help us meet life’s challenges and learn new skills.  Conversely, the wrong mindset can make...

Read More

Sound like a good fit for you and your family?