Few transitions in life are as difficult as becoming a widow. Aside from the trauma of the loss of your spouse, every aspect of life suddenly changes—economically, emotionally, and socially. As a widow, you become the only parent for your children. You may also be in the “sandwich generation” and caring for your aging parents, too. And you’re now solely responsible for the family finances, possibly for the first time ever. There are so many complex economic matters to deal with and life can quickly become overwhelming. FAI understands how important it is to have a trusted advisor and advocate during this difficult period. We’ll work with you to sort through the issues and prioritize the most critical financial matters, such as:
- Administering the estate
- Revising your cash flow projections
- Revisiting your investments
- Revising your estate plan and updating beneficiaries
You can rely on our team of compassionate, highly-skilled advisors to be there when you need us. Together, we’ll design a comprehensive, workable plan for your new financial life so you can enjoy a promising tomorrow.