Several weeks later—after the most intense waves of grief have passed, after the memorial service is finished and your family, closest friends, and relatives have turned their focus back to their own lives—there comes a moment when you, as the surviving spouse, must make certain that your financial house is in order and will stay so. Even if you and your husband have fully prepared for his passing, there will still be many crucial financial decisions to be made and actions to be taken. Alternatively, if no plans were made, and if you were not thoroughly involved in your family’s finances before your husband died, you’ll be faced with a greater number of decisions and necessary actions.
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A Financial Planner can help you:

• assess your current financial situation.
• understand how to meet your financial and retirement goals.
• put your financial plan into action and monitor your progress.
• update your financial plan to grow with your changing needs and goals.
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