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Widow Financial Checklist

A calm, practical guide for the first days, weeks, and months after losing a spouse.

If you are feeling overwhelmed, you are not alone. This checklist is designed to help you organize what matters now, avoid common mistakes, and create breathing room for decisions that can wait.

Download the checklist to help you:

  • Get organized without rushing

  • Protect cash flow and benefits

  • Avoid preventable financial and tax missteps

  • Make thoughtful decisions at the right pace

We’ll send the checklist and a few practical follow-ups. You can unsubscribe anytime.

Get your First Year Financial Steps for Recent Widows Checklist—free.

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Evidence-based portfolio management to grow and protect your assets.

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Smart planning to ensure financial security in your next chapter.

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Comprehensive financial guidance to grow, protect, and optimize your wealth.

Are You Facing a Major Life Change? Schedule a Free Consultation Now:

To learn more about navigating finances in times of transition, view our news & articles here:

News & Articles

Beneficiary Designation Checklist

Naming a beneficiary to your account is a simple, effective, and flexible way to keep your assets out of probate after death. Use this checklist to make sure your accounts have correctly designated beneficiaries.

View Checklist

Beneficiary Designations

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