Support. To move from grief to grace.
Losing a spouse is one of life’s most difficult and challenging experiences. The grief alone can be too much to bear. On top of this you find yourself bombarded with decisions and choices to make in complex financial and legal areas.
Our team helps you thoughtfully navigate through these financial and legal complexities with strong technical expertise and genuine care. We make sure both the big picture and the details are being addressed. It is important to us to educate you during the process so that you are aware and informed. We cherish our role in partnering with you to help you move from grief to grace.
- The first thing we do is we listen and we care. We partner with you to understand you and your family and your current financial situation. Only then can we give you the best advice. You want to know if you are going to be okay. We help you answer these questions by mapping out your financial future.
- We help walk you through the estate settlement process and understand what needs to be addressed and when. We partner with you and your attorney and are privileged to have a unique vantage point to address the investment, tax, and legal complexities that often times arise and need careful attention and analysis.
- We are by your side every step of the way from ensuring you are maximizing your social security benefits, appropriately rolling over and retitling accounts and assets, to making sure you have comfort and peace of mind with your finances going forward.