Thank you for taking our Financial Wellness Check. You will receive an email shortly with a summary of all your responses. (Please check your spam folder if you do not receive this within the next 10 minutes.)
Our comprehensive financial coaching service is tailored towards widows and widowers who have been widowed within the last 12 months. Simply, our coaching has less value as time passes; most of our coaching clients have been widowed only 3-6 months. Based on your responses, our coaching service is probably not what you need right now. We do understand that you may have outstanding questions that we are happy to help you with. If this is the case, please click the button below to submit your question(s) and one of our Certified Financial Planners will respond to you within 48 hours.
We also invite you to visit our Resources page. Here you will find links to helpful organizations and information to aid you in your journey forward.