Planning After a Loss
Life is predictably unpredictable and messy. We love a good mess.
If you’ve lost your spouse or partner and feel paralyzed, we’re here to guide you.
If you’ve got a box, a drawer, or a laundry basket where you both used to throw all the papers you didn’t want to deal with, no problem, we love dealing with whatever you don’t.
We’ve done a lot of thinking and problem-solving for people in your position who discovered that despite their loss, in one significant way, they weren’t alone.
We are a team of organized and practical forward-thinkers that derive great pleasure from wading into life’s chaos and making positive sense of it.
Losing a spouse is devastating. We’re here to listen, to hold your hand, and to help you sort through all your financial burdens so that you can focus on grieving and healing.
- Chris Pavel
Client Journey
Click to discover Empowered Planning After Loss in 4 Steps