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
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.
The stack of paperwork doesn't have to be your stack.
You don't have to know what any of this means yet. You just have to be willing to set it on the table.
- 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
For almost 30 years, I've walked widows and widowers through every one of these transitions.
The stack of paperwork doesn't have to be your stack.
This is our third decade of experience in wealth management and a unique background in ministerial care, our firm is equipped to support widows during this challenging time. We combine financial expertise with a compassionate approach, ensuring that you receive holistic care tailored to your needs. We counsel all widows, regardless of financial position. Our commitment to serving widows is not just a service we provide; it’s a mission we embrace. You can trust us to understand the complexities of your situation and help guide you toward a brighter future.
Ready to take the first step toward reclaiming your life?
We’re here for you. Schedule a complimentary discovery call today by calling us at 678.884.8841.
Let’s talk about how we can support you in this journey and help you find your path to healing and empowerment. You are not alone; we are just a phone call away.
