We Help Widows Pick Up the Financial Pieces
Get Organized • Have Peace of Mind • Be Financially Independent
Did Your Spouse Handle the Finances?
We can help pull everything together!
Get Your Financial Life on Track.
Turn Worry Into Confidence!
Have you given any thought as to what your life would look like if you were able to get your financial life in order!
Having a Plan can help organize your financial life and give you the CONFIDENCE to know you’re on the right track!
No longer be a slave to worry, having no direction, or uncertainly about your financial future.
3 Easy Steps to a Comfortable Retirement
Unsure Where to Start
Spouse Handled Finances
Making Big Decisions
Financial Planning for Widows
When your spouse dies, you are overwhelmed with grief, fear, loneliness, and uncertainty.
You may be at a loss with what to do about your financial affairs,
especially if your spouse had primary responsibility for financial matters.
The two of you may have talked about the future and kept your affairs well organized. Yet even if your financial knowledge is good, grieving often translates into difficulty making good decisions.
Avoid Major Financial Decisions in the First Year
During your first year as a widow, try to avoid making major changes to your finances. Wait until your mind clears before selling your home, moving, making a big purchase, or changing investments.
Allow yourself to grieve. Wait for some time to pass while you stabilize your situation by focusing on the immediate administrative decisions such as organizing the funeral, notifying insurance companies, contacting social security, and reaching out to an estate-planning attorney.
If you’re overwhelmed by these short-term tasks, a financial planner can quarterback for you by assigning one task to you at a time.
Find a Trusted Advisor Who Provides Unbiased Advice
Look for an advisor who provides unbiased advice and understands the importance of avoiding major financial decisions until you’ve had some time to heal.
B.E.S.T. Wealth Management will help you take stock of your current situation, prioritize immediate items you need to act on and, when you are ready, develop a financial plan that meets your needs and objectives.
By working with us, you’ll free up your time and have a plan for your finances (with specific steps to follow).
Schedule a meeting today to start down the road to financial independence!
Let's Rebuild Your Life Together!
Knowing Where To Start
Getting Financially Organized
Evaluating Your Retirement
Planning For The Future
Picking Up the Financial Pieces