facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Widows and Widowers

Holistic financial counsel for value-driven people seeking financial well-being


My spouse handled our finances, how can I make sense of what’s going on now.

Can I maintain the same lifestyle now that my spouse is gone?

Will I run out of money before I die?


My children think I should buy a new car, sell my house, take a vacation. Is that the right move for me?