Financial Steps for Widows
Real Talk with Life After Grief Chris
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Real Talk with Life After Grief Chris
Financial Steps for Widows
Dec 21, 2022 Season 4 Episode 4
Christopher Dale

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.

  • 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.

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