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For Women: How you can move forward with our help, after the loss of a spouse

Financial planning in the event of the loss of a loved one

How do I begin this process?

How do I begin this process?

Becoming a widow at any age can be one of the most difficult challenges a woman must face. The period following the death of a spouse can be a blur. 

If some matters are too overwhelming to tackle alone, don't hesitate to ask family or friends for help.

You will go through a ton of emotions, including shock, sadness, despair, anger, denial. If you are named executor in the will (or if you are appointed as the personal representative), you will be responsible for carrying out the terms of the will and settling the estate.

The first thing you will need to do is locate important documents and financial records.

  • An attorney can tell you what procedures to follow.
  • A tax professional can help you file certain federal and state tax returns.
  • A financial planner can help review all your financial documents and benefits that are available.

Once you have figured out where you stand financially, you will need to start learning how to live within your new lifestyle.

Client Centered

A financial advisor can help you:

 Establish a budget by looking at your monthly income and routine living expenses, and making adjustments as needed.

Help you update beneficiary designations on your life insurance, retirement plan, IRA, employee benefits, annuity, and so on.

Review your investment portfolio at least annually.

No matter what, your financial professional will help with every step of the way. Always do what is in your best interest. These are hard times and the more help you receive the more clarity you will have when it comes to your finances.

I see widowed clients in and around the Smyrna 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 CFP, 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.

Contact for help or more information

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