Financial Planning for Widows

No one can understand what you are going through. A safe space is available here for you to catch your breath and figure out your new life. 

Losing a spouse is devastating. Along with the initial shock, many questions arise and the sense that you must fix everything at once can take over.

 

As you come to terms with your new reality, having support and protection around you while you grieve can give you the time to map out a clear path forward into this unknown territory.

At Women & Wealth Solutions we provide you with that safe space to gather your thoughts, assess your current situation and then, with our guidance, map out a strategy as to how to move on.

We advise you to proceed with caution:

WIDOW

Keep the basics going in the household - such as paying bills on time to avoid late fees and interest penalties.

Don't make decisions you can't unwind - You are not in an emotional frame of mind to affect major decisions just yet. We encourage you to list them, look into possible solutions, but hold off on acting on them just yet if at all possible.

Clean out carefully - Don’t get rid of belongings and papers (especially financial-related documents) before checking them thoroughly for hidden treasures or relevant information for later need. 

At Women & Wealth Solutions, we can work with you at your pace and help you gain control over your family’s finances. Mapping out your plan going forward will take time and thoughtfulness, which we will do with you and for you as you adjust. 

Let Women & Wealth Solutions help you achieve your financial goals.

Contact

P:  (516) 596 - 8581

F:  (516) 596 - 8583

E:  ronit@womenaws.com

9 Park Place Great Neck, NY

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Securities offered through American Portfolios Financial Services, Inc.(APFS) Member FINRA / SIPC Investment Advisory Services offered through American Portfolios Advisors, Inc. (APA)an SEC Registered Investment Advisor. Women & Wealth Solutions is not affiliated with APFS and APA.