no one plans to be a burden to their family.
if you are a recent (or soon to be) divorcee, widow or widower let me be your guide - helping you design a financial life plan to:
Transition into life after career.
Enjoy an active retirement.
establish a Plan to avoid becoming a burden.
Recent or soon to be
widow/ widower
Your spouse handled all the
money stuff — rarely including you in the decision making.
And now they’re unable to handle the money due to illness or death.
You are afraid to make a mistake, everyone is telling you what to do, what not to do.
Who should you listen to?
I’ve done this before, let me be your guide…
Retirement now!
Or within 5 years
You know you need to plan for retirement.
You think you have enough…it’s over $1,000,000 after all.
That’s enough isn’t it?
What about taxes?
Roth IRA?
Long Term Care?
Inflation?
You need a True Wealth Financial Life Plan…
Standby Financial Advisor
I’ve always managed our finances.
My spouse was never interested.
Now I’m worried if something happens to me they’re not going to know where to start.
I’m not ready to give up control, but someone has to be prepped & ready to take over if I get sick or worse.
We need someone on stand-by to be our trusted guide…