Widowed

Losing a spouse is devastating. Many widowed women find themselves living in an emotional fog long after their spouse has passed. If your husband or significant other managed the finances, it can be frightening and financially paralyzing. We can help.

Initial Engagement

4-6 meetings | 3-6 months

Typically, in the first 3 meetings we cover a majority of the important details. Our pricing is based on the complexity of your situation, with a minimum of $3,500 and will not exceed $5,000. Factors that affect pricing include income types, investment types, marital status, blended families, children, and financial literacy.

Starts at: $3,500 paid in 4 to 5 installments

-Includes The Methodology™

-Financial Plan

-Tax readiness

-Estate planning

-3 follow-up meetings per year.