How We Help When You’ve Lost a Loved One

There may be no more emotionally difficult transition than the loss of a loved one. Whether you’re mourning one with a long life well-lived or someone who has departed too soon, these days are filled with overwhelming emotions and a flood of administrative paperwork regarding the financial lives of our dearly departed.

Going through the grieving process is hard enough on its own. Add in the financial and logistical complexities of losing a loved one and the experience can easily feel like too much to bear. We are here to alleviate some of this stress by helping you stay organized and think clearly about next steps. Ultimately, our goal is to relieve any anxiety you’re feeling about settling your loved-one’s affairs so you have space to mourn their loss in the way that feels right to you.

Clarity on the Financial Situation

Often clients will come to us when the shock of the situation is still fresh and the details aren’t completely clear. We can help you compile the questions you need to get answered from legal counsel, executors, banks, lenders, investment firms, and others involved in your financial life so you can come to a very clear picture of where things stand and what the process to move forward will look like.

Patience to Work Through the Process

No matter how we might like our life to snap back to ‘normal’ or to enter what will be our ‘new normal’, these transitions take time. The legal process certainly has its part to play, but there are so many other decisions to make that it can feel overwhelming. We help clients break all of those tasks down to Now, Soon, or Later so you can take care of what’s truly urgent and focus your limited emotional energy and resources on what has to get done.

Expertise in Life Transitions

As a financial life planning firm, our planners are all trained in helping clients navigate life’s transitions and several have gone as far as to earn the Certified Financial Transitionist designation from the Financial Transitionist Institute. Transitions often take longer than we might hope so our tools can help you come to the other side with care and consideration.

Loss of a Loved One - We Help When You’ve Lost a Loved One | The Planning Center

Case Studies

Read more about a few hypothetical situations where we’ve helped medical professionals with their compensation to reach their goals.

Case Study 1

As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.

Case Study 2

Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process

Case Study 3

12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.

Whether you are beginning your career, already enjoying retirement, or somewhere in between we offer the guidance and expertise you need to make the most of the journey ahead.

As a fee-only financial planning firm, we accept fiduciary responsibility and are committed to a comprehensive, evidence-based approach. Each of our team members works with a small group of clients to ensure you receive attentive service that is customized to suit your individual situation.

No matter what stage of life you’re in or which financial challenges you face, our experts are here to help you stay on track and make the most of the resources available to you.

Certified Financial Planner | The Planning Center

We’d like to meet you!

Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.