I have lost my spouse, what are my next steps in moving forward financially?
Where do you start?
Even if you've always handled your family's finances, the number of financial and legal matters that have to be settled in the weeks and months following your loved one's death can be overwhelming. Facing your loss can ultimately help you as you work to adapt to the new conditions of your life, so that in time you can create something new.
Make a list of the names and phone numbers of the people and organizations you're dealing with and post it in a central location.
Make sure you reach out to a professional for assistance in managing and reviewing important documents.
Do not be afraid to say no, always do what works and feels best for you. If you have the right financial planner, they will guide you through this process.
I provide financial services all over Middle TN. I am in Murfreesboro which is located in Rutherford County. 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.