I founded my own fee-only firm, Upperline Financial Planning, in 2010 on the principles that my friend Eric Kies and his firm The Planning Center were pioneering. Our firms merged in September 2017, and this new alignment is a natural progression that brings so much life and energy to my goal of helping as many people as we can for as long as we can. I am fortunate to work in a vocation where I get to meet and know so many wonderful people, and help them make choices that are so impactful in their lives. I have often said that my personal mission is to help others live their lives on purpose, and that carries over wonderfully to the work that we do.
One Step at a Time: Getting through the Early Stages of Widowhood
Because losing a spouse is an emotionally tough time, managing financial tasks may feel almost impossible. In addition to consulting with your wealth advisor, ask for help from a trusted family member or close friend.