Are you recently widowed?
Let us help you navigate the financial decisions you need to make right now and as you look to the future.
Losing a spouse is an emotionally overwhelming experience.
And unfortunately amidst the grief, you’re being asked to make important day-to-day choices as well as lasting decisions that will impact your financial future.
It can be challenging to know what steps to take next with such matters – or even to focus on them as you focus on grieving, processing and healing.
Let us help guide you through this time.
Many of our recently widowed clients come to us with concerns such as:
“How am I going to take care of myself financially?”
“I have hardly had time to process their passing. How am I supposed to take care of all of this paperwork?”
“Do I need to sell the house?”
“Where will my income come from and how do I access those accounts?”
“I don’t know much about our family’s finances. Where am I supposed to start?”
“Do I have a retirement plan? How does it change now that my partner is gone?”
“How do I take care of my children financially now that my spouse is gone?”
“I don’t even know where we had money invested. Who can help me figure that out?”
“I don’t feel confident managing finances. How can I get up to speed quickly about my financial and retirement plans?”
“I don’t really know or like our current financial advisor. Can I hire someone new at this point in my life who better understands my needs?”
If you have any of these questions,
you are not alone.
We are here to help.
Our services are designed to empower women to be financially independent, particularly those who are divorced or widowed.
Full Service Financial Management
For The Woman Who Wants
Her Finances Handled For Her
Financial Planning Packages
For The Woman Who Wants
To Manage Her Own Finances
Transition Support
For The Woman Who Doesn’t Know
What’s Next & Needs Advice
No matter how we work together, the most important thing to us is that through the process you feel:
Seen & Heard
We want to understand you, your goals and recent changes in your life to determine the best place to start as you take control of your family’s finances.
Not Alone
We will meet you where you and become your financial partner as we evaluate your unique financial situation including your income, budget and assets to help you get a better understanding of where you are financially and what’s possible.
Secure
Together, we' will develop a written plan for how you can support yourself and your family financially, both now and in the future.
Supported
Our team will make themselves available for you to address any questions and concerns along the way, no matter how big or small.
Empowered
We will help you understand the plans and strategies we develop together (and all that pesky financial jargon!) so that you feel educated about your family’s financial plans.
Confident
Through our collaborative process of strategic planning and proactive wealth management, we want to help you see the potential for a bright financial future.
Checklist for Widows
As a woman who has recently entered the uncertain realm of widowhood, you are likely facing a vast sea of emotions, challenges and decisions. Especially with regards to your financial future.
There are immediate decisions that must be made as well as long-term plans to consider. And we understand that unraveling the intricacies of your family's finances and planning for your own future may seem overwhelming. So we have developed this checklist to serve as a helpful foundation to help you understand your potential next steps.
Hi. I’m Lauren Smith
As a Financial Advisor and CERTIFIED FINANCIAL PLANNER™, I empower women to take control of their finances – especially during life’s big transitions.
I serve as a strategic advisor and sounding board to my clients in all aspects of their financial wellness, whether that means developing a retirement plan, advising on advantageous timing of Social Security withdrawals, considering this year’s tax consequences, establishing an optimal cash flow or supporting them through unexpected financial situations.
My goal is to make the financial world straightforward so that my clients can feel confident in the road map we build together and are able to spend their time focused on more important things.
I understand the weight of the burden that falls on women – particularly widowed, divorced and head of household women – to provide for their own future. And I am dedicated to supporting women through these transitions to help them set themselves up for financial independence.
Book a Complimentary 20-Minute Consultation Call with me.
Are you ready to take control of your financial future?
The first step is as simple as a phone call.
Click the link below to schedule a complimentary 20-minute one-on-one consultation with me.
We can discuss where you are in your life right now, any transitions you may be going through, and a few options for how I may be able to partner with you on your financial journey.