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Financial Steps for Widows


Episode 43: Financial Steps for Widows

On the heels of an amazing episode with Carolyn Moor of the Modern Widows club, I thought it would be appropriate to share Financial Steps for Widows. I break the steps into Emotional and Technical (Financial).

Emotional.... As emotions drive decision making, I encourage all grievers to give themselves space to breathe.

  •  Let your emotions out.  They are normal. 
  •  Surround yourself with positive people and positive energy.  
  • Know your grief counseling status.


  • Connect with your Financial Planner--I am usually the first point of contact and connect all other professionals, so my client can focus on healing.
  • Connect with your estate planner.
  • Handle all arrangements.
  • Legal documentation--I provide the framework.
  • Notifying government agencies-I assist.
  • Canceling credit cards and Driver's license--I assist.
  • Listen to find more.

As a side note, my clients contact me first as I provide a safe space for them to simply grieve. I do that by ensuring them I will take care of the financial aspect and by taking as much as possible off their place. I take the stress out of the unknown as I provide a process to take care of financial matters.Thanks for listening!

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