Losing a Loved One

Comprehensive financial planning and investment strategies designed to assist individuals going through a life transition make well-informed, important decisions related to their wealth.

When a loved one passes, it’s easy to feel overwhelmed with the need to make final arrangements, complete paperwork and settle the estate. While each situation varies, our wealth advisory team can guide you through the timing and key tasks that are typically undertaken by those responsible for settling an estate.

To assist our clients and their families during this difficult time, we help them understand what financial and legal tasks they must immediately address and those they are able to put off for a few days, weeks or months, so that they have the peace and space to process their loss. To provide the peace and space to process their loss, we help our clients and their families during this difficult time by understanding:

ZZ

Financial and legal tasks they must immediately address

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Tasks they are able to put off for a few days

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Items that can be addressed in coming weeks

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Big decisions to hold off on for a few months

A Holistic Approach to Taking Care of You
Children & Family Dynamics

Losing a loved one can be devastating in more ways than one.  We understand the delicate nature of this transition process for all involved and are here to help make the transition as easy as possible through our holistic approach to financial planning.

Business Entities & Real Estate

In this time of grieving we are here to help you gain perspective and view your full financial picture. Insurance, tax implications, and many other factors are involved in the estate when losing a loved one.  We can help you navigate these complexities for your long-term financial well-being.

Your New Normal

A new path lies ahead of you and we are here to be your support system as your personal and financial journey evolves.  We believe in true life fulfillment and can build a financial plan that gives true meaning and honors the life of your loved ones.

Resources

The women of Beacon Pointe’s Women’s Advisory Institute authored a book and put together helpful guides meant to be a quick and easy resource for you.

What to Do When a Loved One Passes

When A Loved One Passes

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Organizing Vital Family Information

Vital Family Info Packet

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Family Finances Agenda

Family Finances Agenda

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Your Dollars, Our Sense: A Fun & Simple Guide to Money Matters is a quick read that makes sense of a variety of topics including credit, saving priorities, investing, home ownership, insurance, marriage, children, retirement, estate planning and much more. As an International Best Seller having ranked #1 in six different business and finance categories, this book makes for a great shower, birthday and graduation gift, and a phenomenal read for any age.

Amazon Best Seller List Results:
#1 in Personal Finance
#1 in Business Life
#1 in Finance


#1 in Budgeting
#1 in Money Management
#1 in Mentoring & Coaching

To anyone who has thought, I should really know more about my finances, this book is for you. To anyone who has thought, There is just too much to know, this book is for you. Flip through or read cover to cover, it’s totally up to you!

Connect with one of our Financial Planners today.

We are here to be a trusted partner on this journey with you.  Please contact us if we can be of service.

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