Candace: A New Widow Wondering What’s Next

Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. We… Continue reading>

Mary: Starting Over After Divorce

“This is my year” Mary declared. “I will take control of my life and my money.” After a long, ugly divorce, Mary was ready to attack the stack of financial papers that represented her sadness, confusion, fear and anger about money. “That’s wonderful, Mary. I’m here to help.  Tell me what is most important for… Continue reading>