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As women how do we manage and move forward with our finances after the loss of a spouse?

You don't have to go at it alone.

How do you process losing a husband?

How do you process losing a husband?

Not only is there the emotional loss of a spouse, but also the task of handling everything — including all the finances —without the help of a spouse. It's important to allow yourself the freedom to feel however you want to feel. You don't owe it to anyone to feel or act in a certain way. To help keep track of all the details, set up a system to record incoming and outgoing calls and mail. Don’t be afraid to ask for help from a family member or friend.

A professional is also a good person to reach out to. An attorney and financial advisor can help gather and review your documents with you that may clearly help identify what finances you need to put in order.

After all steps are completed and you know where you stand financially, you will need to learn how to handle your money and transition into your new life style.

Client Centered

This is where your financial planner comes in play. It’s important to know where you can manage your finances, to know where you stand with life insurance, investments, and retirement plans. Just know, you don’t have to make any sudden decisions. The right financial planner will listen to you and not do what they think is best for you but what you feel is best for you at this time.

I provide these financial services all over Middle Tennessee. I also have many clients in the Franklin Area. Not by choice but necessity. Women who lose their spouse need guidance during one of the most difficult times in their life. As a Certified Financial Planner, I am committed to helping every step of the way. If you have found yourself in this situation or know someone who has, feel free to contact me. You should not have to make these hard decisions alone.

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