You don't have to figure
out the finances alone.
If you've lost the person you built your life with, the last thing you should have to
carry alone is the Roth, the old 401(k), the life insurance, and the house.
I'm here for as long as it takes.
- Chris Stallings
Abundance Wealth Advisors 248 North Broad Street, Monroe, Georgia Since 2008 Hannah answers the phone (678.884.8841)
When I moved into this office in 2017, I placed a tissue box on the conference room table. I didn't think much of it at first.
But people started crying in meetings - not about their portfolios, but about their lives. About loss. About transitions they hadn't told anyone else about.
I realized something: there's so much more here than money.
The tissue box isn't decoration. It's there because this work is pastoral before it's financial.
IT'S ABOUT SO MUCH MORE
The stack of paperwork doesn't have to be your stack.
"These are the things widows most often bring to our first meeting. None of them should be yours to carry alone."
- The Roth IRA and any other retirement accounts
The accounts you've been told to move, roll over, or just leave alone — and you're not sure which.
- The old 401(k) from your spouse's employer
Sitting wherever they left it, with a name on it that isn't yours yet.
- Life insurance claims and beneficiary updates
Forms that need a signature you didn't think you'd be giving alone.
-
Social Security survivor benefits
Phone calls to a number you've never called, about money you've never had to think about.
- The house - mortgage, title, property tax
The biggest thing you own, suddenly in your name alone.
- Investment accounts held only in your spouse's name
Accounts that need to be found, claimed, and understood - gently, and in time.
For almost three decades, we've walked with families through every kind of season - and the ones closest to our heart have been the widows who came to us in the middle of losing the person they'd built their life with.
We believe stewardship is, first, a matter of the heart - so before we ever talk about a balance sheet, we listen.
We counsel widows and widowers regardless of where you are financially, because the woman or man who walks through our door deserves the same care whether the situation is simple or complicated.
You don't have to figure out what's next alone. We'll sit with you, take whatever time you need, and walk with you toward the next chapter - whenever you're ready.
It's an honor to walk with you.
If you're ready to stop carrying this alone.
Or, if you'd rather just hear a friendly voice -
It's an honor to walk with you.
Small enough that we can pray for you by name.
A client named Jesse walked into my office years ago and said something I've never forgotten:
"How many relationships do you have? Because when I'm here, you make me feel like I'm your only client."
Well. Wow. Yeah, wow. I sat there for a second. What I wanted to say back was - that's how I want every person who walks through that door to feel.
That's not an accident. We limit the size of our company on purpose - small enough that we can pray for each of you by name and care for you as though you were our only client.
You're not just getting an advisor.
Abundance partners with Second Life Ministry, a non-profit that walks alongside widows through care packages, support groups, and prayer. If you're grieving right now, you're not just hiring an advisor - you're stepping into a community that already knows what you're carrying.
