Newly Widowed?

You've just endured an incredibly challenging ordeal, potentially leaving you with financial uncertainties, unknown or unfamiliar assets, limited knowledge about investing and financial planning, and an overarching question of where to seek guidance in navigating this complex financial situation.

I'm here to help.

Throughout my career as a financial advisor, I have found my passion in assisting women and families as they navigate some of life's most intricate and emotionally charged financial transitions. I understand that these moments can be overwhelming, and my goal is to provide not only financial expertise but also a supportive and empathetic guiding hand.

My extensive experience encompasses a range of essential services. One of my primary areas of focus is crafting meticulous financial planning strategies tailored to each client's unique circumstances. Whether it's helping a widow adjust to a new financial reality, guiding her through estate planning and probate, or assisting her in building a strong financial foundation, my approach is always centered on providing clarity and confidence during uncertain times.

I excel in identifying and managing assets, ensuring that no stone is left unturned. I help clients gain a comprehensive understanding of their financial portfolio, even delving into those aspects they may not have been fully aware of before. This knowledge empowers them to make informed decisions about their financial future, no matter how complex their circumstances may seem.

Beyond the numbers, I see my role as that of a compassionate quarterback in the financial transition process. I take charge of coordinating and managing every intricate detail (and there can be many!), ensuring that all the moving parts of a financial transition are seamlessly orchestrated. Whether it involves liaising with attorneys, delving into Social Security survivor benefits, collaborating with accountants to understand the next steps, or working with insurance professionals to locate unknown insurance policies on the deceased, I act as the central point of contact. My goal is to provide clients with a sense of structure and organization during these turbulent times.