Compassionate Guidance in Difficult Times
When you're grieving, the last thing you need is financial complexity. We're here to provide a clear, simple path forward.
Immediate Steps: The Next 30 Days
In the immediate aftermath of a loss, focus on the essential. The goal is not to make major decisions, but to organize and understand the immediate landscape. We can help you create a simple checklist.
Key Documents to Locate:
- Will and any Trust documents
- Social Security card/number
- Birth and death certificates
- Marriage certificate
- Life insurance policies
- Bank and investment statements
- Recent tax returns
- Real estate deeds
Long-Term Clarity: Building a New Plan
Once the immediate needs are met, we can begin the process of creating long-term financial clarity. This is a journey taken at your own pace. We'll help you understand how assets will be retitled, how your income sources may have changed, and how to structure a new financial plan that provides security and confidence for your future. Our role is to simplify the complex so you can focus on what matters most.