We tend to meet our clients at very high points in their lives (success of their business, retirement) or very low ones like suddenly becoming single through divorce or the death of a spouse. While there is a lot of great advice out there for people in these situations, our is pretty simple. Find someone you trust to help you figure out your finances and don't make any big life decisions until the emotions recede enough for clarity to emerge.
We'd love to report that no one finds themselves in this situation, but that isn't reality. We work with a large number of suddenly single people, many of whom are tasked with managing money for the first time. Either because their spouse did most of it or because they are getting a big check from a life insurance policy and they've never had to manage that much money before.
How long will this money last me? How much can I afford to spend? Can I stay in my house? These are questions we can help answer. But more than that, we can give you the financial foundation and confidence to move forward with your life.
