How We Help When You’ve Lost a Loved One
- Losing a loved one is an emotionally challenging transition, complicated by the administrative and financial tasks that follow.
- Financial planners can help clarify the deceased's financial situation and compile necessary questions for legal counsel, executors, and financial institutions.
- The process of settling affairs takes time, and professional guidance can help prioritize tasks into "Now, Soon, or Later" categories to manage the transition effectively.
There may be no more emotionally difficult transition than the loss of a loved one. Whether you’re mourning one with a long life well-lived or someone who has departed too soon, these days are filled with overwhelming emotions and a flood of administrative paperwork regarding the financial lives of our dearly departed.
Going through the grieving process is hard enough on its own. Add in the financial and logistical complexities of losing a loved one and the experience can easily feel like too much to bear. We are here to alleviate some of this stress by helping you stay organized and think clearly about next steps. Ultimately, our goal is to relieve any anxiety you’re feeling about settling your loved-one’s affairs so you have space to mourn their loss in the way that feels right to you.
Clarity on the Financial Situation
Often clients will come to us when the shock of the situation is still fresh and the details aren’t completely clear. We can help you compile the questions you need to get answered from legal counsel, executors, banks, lenders, investment firms, and others involved in your financial life so you can come to a very clear picture of where things stand and what the process to move forward will look like.
Patience to Work Through the Process
No matter how we might like our life to snap back to ‘normal’ or to enter what will be our ‘new normal’, these transitions take time. The legal process certainly has its part to play, but there are so many other decisions to make that it can feel overwhelming. We help clients break all of those tasks down to Now, Soon, or Later so you can take care of what’s truly urgent and focus your limited emotional energy and resources on what has to get done.
Professional Guidance On Life Transitions
As a financial life planning firm, our planners are all trained in helping clients navigate life’s transitions and several have gone as far as to earn the Certified Financial Transitionist designation from the Financial Transitionist Institute. Transitions often take longer than we might hope so our tools can help you come to the other side with care and consideration.
Guiding Your Financial Journey at Every Stage of Life
As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to an integrated, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.
No matter what stage of life you’re in or which financial challenges you face, our credentialed team is here to help you stay on track and make the most of the resources available to you.
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Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
