Suddenly Single – Success Story
Life happens, often unexpectedly. Two life events that can be particularly challenging are divorce and the loss of a spouse. If you're not used to managing your finances and suddenly face a significant financial responsibility, finding a trusted advisor who can help you navigate through unchartered territory becomes important.
We've worked with a number of clients who have faced these issues to sort out their finances, determine a sustainable lifestyle, and establish an ongoing relationship of trust that provides the security and confidence they often can't achieve on their own.