Starting Over, On Your Own

Whether you’re a single parent, widow(er) or divorcee, not having a sounding board for financial concerns can delay you making important financial decisions. Or in the past, you might have relied on your partner to handle the financial reins and now the responsibility falls on you. You may not know where to start and questions abound:

  • Do I have enough money to support my lifestyle now and through retirement?
  • Am I taking advantage of the resources that are available to me?
  • Should I keep my existing insurance policies?
  • Do I need to downsize my home?

We understand how daunting these issues can be, and we’re here to help.

We’ll do more than simply take things off your plate. We’ll work to educate and empower you as we work through the planning process. We’ll help you clarify and prioritize your financial goals. We’ll even run various scenarios to stress test your plan so you can sleep better at night. Our goal is to make you more confident that you are indeed making the right decisions for yourself and your family.