financial planning for Widows

Many people like you face difficult choices after the death of a spouse. There are few times in your life that you will need clear direction more than you do now. At the same time, some people are woefully unprepared for the process of gaining command of their financial resources based on a new set of priorities. After the death of your spouse, you may have been thrust into an administrative role at a time when you feel least up to the task. Financial and legal issues may seem out of control, and well-meaning friends, loved ones, and advisors may offer conflicting advice on what decisions need to be made now and what can be delayed. We have found that women want to gain control of their financial resources quickly and to find a private, trusted advisor who understands that financial recovery is closely aligned with emotional recovery.

Being educated and informed about your situation will help you achieve a better result. Timberchase Financial has developed a process for working with women who are undergoing major life transitions including the death of a spouse. In addition to the components of wealth management that apply to all people of means, women experiencing rapidly changing circumstances benefit from individually crafted solutions.

We help women gain control of their risk, their resources, and their financial plans, so they can focus on relationships with those they love while building the lives they wish to lead.

Read the New York Times Article “For the Recently Widowed, Some Big Financial Pitfalls to Avoid”