Financial Planning For Widows
Financial Security, Stability and Peace After a Loved One Passes
Francis Financial provides financial planning for widows that will help you establish financial stability in the midst of losing your loved one. Your spouse’s death may be one of the most traumatic events you’ll ever experience, but our team of Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals can answer any questions you may have, and guide you step by step through this sometimes confusing process, and give you the tools you need to ensure you are financially stable for the long-term.
Our Approach
The 4-Step Plan to Financial Security
Discovery
We will listen and learn about your interests, values, goals, and personal and professional relationships to gain a deeper understanding of your personal situation. We will review your financial picture so we can start to create your customized financial plan and investment portfolio, and will answer any initial questions you may have. We’ll then begin to build financial solutions uniquely tailored to you.
Life Financial Plan
We will take the information you shared with us and create your financial plan which will help answer questions such as: Where should I be saving? How much can I spend on travel? What is the best way to save for my kids’ education? Your custom financial plan will allow you to see into the future by evaluating all aspects of your financial situation, while using the best strategies when it comes to taxes, estate planning, college expenses and so much more.
Tailored Investment Plan
After we have assessed where you are now and where you want to go, we build an investment plan that maximizes the probability of achieving all that is important to you. As fee-only, fiduciary advisors, we have access to thousands of investment solutions and objectively choose the best investments to help you reach your goals. We will work with you to create a portfolio that is in line with, not only your financial goals, but also your ideals, by incorporating socially conscious investments. If there is a mission that you are interested in supporting, we will work with you to make sure your portfolio reflects this.
Progress Meetings
We will meet with you regularly to make sure you are staying on track with achieving your goals, and evaluate your portfolio on an ongoing basis to ensure your investments deliver consistent returns in a cost-effective and tax-efficient manner. We will discuss any life changes such as a house purchase, career change, or plans for a growing family, and readjust your life financial plan and portfolio performance to ensure you remain financially healthy during these significant changes.
The Benefits of Working with
a Financial Planner for Widows
If you have just lost your loved one, know that you have our sympathies as you go through this challenging time, and we are here as a resource for you to lean on. As Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we understand the raw emotional and complex financial challenges of losing a loved one. It is overwhelming to have to deal with such a difficult personal loss while simultaneously addressing the host of legal and financial issues that arise. Together, we will work together to provide you with an easy to follow, step-by-step guide that will help you feel secure going into this new phase of your life.
INCOME
ASSETS
INSURANCE
EXPENSES
LIABILITIES
SEPARATION
child
support
Add-ons
spousal
maintenance
Social
security
Pension
Brokerage
Retirement
Employer
Stock (RSU/
Stock options
Private
equity
Business
Life
Insurance
Life &
disability
Long-term
care
Health
liability &
homeowners
Auto
Current
FUTURE
Unanticipated
Credit
Mortgage
Heloc
optimal
asset
Split
Tax impact
separate
property
Hidden
assets
Francis Financial
Financial Planning
Firm For Widows
In your initial meeting with our team of Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we answer any questions you may have about the financial planning process for widows. We listen and learn about your finances and address your concerns, ensuring that you and your wishes are heard and and to bring you comfort as you begin your new life. Watch our video to learn more about our company.
Schedule a no obligation
complimentary consultation today
What do widows need to know about their finances when their partner dies?
Your spouse’s death may be one of the most traumatic events you’ll ever experience. It often brings sadness, anger, pain, and grief, in all its forms. The sense of loss and the emotional pain that you are feeling may be profound. Know that you have our sympathies as you go through this challenging time, and we are here as a resource for you to lean on.
Losing your spouse may drastically change your daily life and expectations for the future. As Certified Grief Recovery Specialists® and Certified Financial Planner™ professionals, we understand the raw emotional and complex financial challenges of losing a loved one. It is overwhelming to have to deal with such a difficult personal loss while simultaneously addressing the host of legal and financial issues that arise.
Our guide, Financial Help for Widows - A Complete Resource Guide, is meant to help you navigate your financial life, especially during the first year after your spouse’s passing, to support you towards greater financial confidence and security, and to bring you comfort as you begin your new life.
Please complete the form below to gain access to a complimentary copy.
Complimentary Resource Guide
Financial Help for Widows
If you would like firsthand insights into the challenges women face when going
through divorce, and the resources many divorced women wish they’d had,
download our resource guide here.
Widow Planning Resources
Natalie Colley Quoted by MarketWatch on Fostering a Relationship with Widowed Clients
Natalie Colley was recently quoted by MarketWatch on fostering a relationship with a newly widowed client.
Read MoreStacy Francis Featured Article on Forbes on Strategic Financial Plans for Widows
Stacy Francis shares on Forbes some very important advice for widows, including being wary of unsolicited financial advice.
Read MoreStacy Francis Featured Article on Forbes on Understanding the Risks of Emerging Markets
Stacy Francis, President and CEO of Francis Financial discusses emerging markets and the risks of investing in emerging markets.
Read More