Thank you for completing the Financial Wellness Check. A copy of your responses and numerical score have been emailed to you (if you do not see the email in your inbox, please check your junk mail folder). Based on your answers, your score range is provided below.
Your score indicates you likely have made good progress since your loss. That’s terrific! Compared to many other widowed persons’ responses, you are progressing quite well.
But what have you missed? What haven’t you done that might have large consequences in the future? What didn’t we ask you that you haven’t even thought of doing yet?
Chances are you would still benefit from working with a volunteer CFP® coach.
Would you like to learn more? We encourage you to take the next step, which is to speak with one of our compassionate FinancialCare™ team members, like Maureen, to learn more. Please use the calendar below to schedule an appointment. There is never a cost or obligation to continue. Our only goal is to help you gain financial clarity and stability during this stressful time. We have helped hundreds of widowed persons navigate the financial trauma of loss to optimize their outcomes. We can help you, too!
Not ready yet? Check out our other resources.