Men and women experiencing life changes due to death or divorce
Individuals in life-altering situations often find themselves having to make decisions at a time when their world is being redefined and previously perceived constants or goals may not longer be present. Our knowledge, experience and process supports the unique decisions, emotional stresses and educational needs of recent widows and individuals going through a divorce.
For widows, these situations require an understanding of legal timelines and how group benefits, COBRA and Social Security work. I also work with clients to identify assets that require immediate action and those that do not.
With regard to divorce, I identify the assets best suited for you to secure or distribute in the divorce, and the best way to make your resources satisfy your current and future cash flow needs.