We help people who have recently dealt with a sudden death and who are tasked with the management of their own finances. Some clients rely on their spouse to manage the family investments and then feel overwhelmed as they look over the statements for the first time in years.
For these clients, we begin by establishing new accounts in their name and transferring or closing existing accounts so that they would now have complete control. Our process evaluates their true spending and cash flow, adjusted for taxes and inflation, and the income needs to pursue their desired lifestyle.
We will help them to focus on new goals and objectives for their future and provide a foundation on which they can measure their own tolerance for investment risk.