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on Her Own

We help people who have recently dealt with a sudden death, and the possibly daunting and stressful task of managing their own finances. Some clients rely on their spouse to manage the family investments and then feel overwhelmed as they look over the statements for the first time in years. For these clients, we begin by establishing new accounts in their name and transferring or closing existing accounts so that they would now have complete control. Our process evaluates their true spending and cash flow, adjusted for taxes and inflation, and the income need to pursue their desired lifestyle. We will help them in articulating new goals and objectives for their future and give them a foundation on which they can assess their own tolerance for investment risk. Using our planning tools, we are able to answer clients favorite question of “How am I doing?”