Guidance in a time of loss
The loss of a spouse at any time of life is a life-wrenching change, leaving you grieving, confused, disinterested. The state of your personal finances is the furthest thing from your mind.
And yet many newly widowed women inherit significant assets through common property, investment portfolios, and life insurance policies. Or they may be faced with a more complex situation, involving debts and creditor demands. All of this may be overwhelming if you’re forced to face it alone.
THAT’S WHERE WE CAN HELP:
We listen. First and foremost, at Castlemark Wealth Management for Her, we want to share your concerns. We understand how difficult this time is for you. And we recognize that you need time. That’s why we’ll never rush you in any financial decision. Instead, we want to hear what you have to say. In the background, we’ll work with your legal counsel on getting your immediate financial affairs organized. But we’ll wait until you’re ready to take the next steps in creating a plan, deploying assets, building a portfolio, and ensuring your financial security into the future.
Making the transition. When you’re ready to take the next steps, we’ll be there for you. Perhaps you’ve already been managing the family finances. Or it might all be new to you. Whatever your situation, whatever your level of knowledge, we’ll work to help you get a firm footing in your new life.
Getting to know you. We’ll meet with you and any trusted family member or friend for a frank discussion on your current financial picture, your goals, values, and financial objectives. Following a detailed analysis of your current situation, we’ll have a better idea of whether your resources will be sufficient to meet all your objectives, including lifetime income.
Putting it all together. We’ll provide you with a detailed action plan containing specific recommendations for family cash management, tax planning, investment management, estate planning, and risk management.
There for you. From a detailed investment strategy that defines exactly how your money will be managed, to filing tax returns, to making bill payments, and tracking your budget, we’ll take care of the paperwork. And, as always, we want to hear from you. Yes, we’ll stay in touch with regular reports and updates, but we’re always there to lend an ear, to listen to your concerns, to answer your questions.