Widowed or divorcing? We can work with you to educate you on ALL aspects of your finances: planning, bill paying, budgeting, insurances and investing . We work with you and train you to handle the parts you’d like to master and help you decide what to delegate so you can be comfortably independent. A study of 140 advisors by Key Bank found that 82% reported “hardly any of their married female clients have a contingency plan in place to navigate the emotional and financial impacts of finding themselves on their own.” One of the biggest challenges is to have process to identify and conquer financial decisions that must be made immediately vs. those that can be postponed.
We do that! If you or a family member or friend are either transitioning to or has suddenly become single: call us at 781-535-6083.