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.

Financial....

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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