As a widow or widower, you may have many questions and concerns that you are unfamiliar with. You may feel overwhelmed with your financial future and not know whom to trust. The Financial Freedom Process™ can help you develop a clear plan of action for the present, give you a sense of confidence for your future, and allow you to enjoy your life to the fullest.
The Survivor Spending Analysis™ will illustrate whether your current resources should be adequate to sustain your life and financial spending goals.
The Personal Finance Organizer will help you assess your income and expenses to develop a monthly and annual budget.
The Life Transition Organizer™ checklist provides an outline to follow in reorganizing personal and financial affairs after the loss of a spouse or family member.
The Long Term Care Needs Analysis™ is used to determine whether long term care insurance is needed to cover the potential costs of in-home, assisted living or nursing home care.
The Estate Preservation Strategies exercise presents strategies designed to help reduce estate taxes to maximize the value of assets transferred to children, grandchildren and/or charities.