Financial Steps for Widows

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.

Financial....

• 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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