A Financial Planning Guide for the Recently Widowed

13.6 MILLION WIDOWS LIVE IN THE U.S.

Here is a short guide to help navigate the financial process, understand how investments work, and eventually find someone you can trust to help you keep your financial house in order.

DEVELOP A PLAN FOR MOVING FORWARD

Dealing with finances after a loved one’s death can be confusing and overwhelming, making it difficult to know where to start. Having a plan can help alleviate some of the anxiety that can occur when dealing with your finances.

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LIGHTING THE WAY FORWARD

PLANNING

Planning creates a clear path for the use of your resources – both tangible and intangible.  Your solutions and next steps will present themselves without having to stress over them.

INVESTING

Investing produces ample financial resources and exciting opportunities so you can live the life you’ve always wanted and make a difference in the lives of those you love.

COACHING

Coaching accelerates your progress in the areas of your life that are keeping you from experiencing fully your purpose and passion.

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WHAT PEOPLE SAY

“We had no idea the impact your planning process would have on reducing our tax payments and risk in our portfolio. We’re now in agreement on our most important goals and how we will achieve them. We’re excited to finally be on the same page with how we want to use our money. We feel so much better about our lives. It’s such a great feeling to have an advocate like the Solas Wealth team looking out for us. We’re so glad our paths crossed!”

- Bob & Judy C.  Naples, FL

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