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Wellness Check

A loss of a beloved spouse leaves you with much to do. There are many practical matters to deal with. How are you progressing since your loss? How much have you been able to accomplish? How much more is still left to do? Most widows have no idea of all that must be done following the loss of a spouse; you just don’t know what you don’t know. By taking this survey, however, in a few minutes you’ll have a better understanding of your current situation. You may realize there is much left to do and you would be hard pressed to get these important “to-do” items done without advice and help. That’s when you might consider working with one of our financial coaches. You’re on a challenging journey, but you don’t have to go it alone. Let’s get started.

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