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Financial Planning After Loss of A Loved One
Loss of a Loved One
Helping you find financial stability and peace of mind during difficult times.
The loss of a spouse or partner can be overwhelming, changing nearly every aspect of life. At Heller Wealth Management, we offer compassionate, objective guidance to help you plan a resilient financial future. Our Certified Financial Planner professionals are here to support you in making thoughtful financial decisions during this challenging time.
Loss of a Loved One
Navigating the financial complexities of loss together.
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Financial Planning for Loss of a Loved One
Guiding you to financial confidence after loss with our five-step process
#1
Assess
Review net worth, income, expenses, and living arrangements.
#2
Execute & Distribute
Review estate documents to ensure wishes are honored and assets reach intended beneficiaries
#3
Financial Plan
Create a new financial plan – This includes reviewing assets, developing a cash flow strategy, aligning investments with goals
#4
Investment Strategy
Create a new investment strategy to align with life goals, considering liquidity, investment goals, risk tolerance, asset allocation, and tax implications to support financial objectives.
#5
Revise
Update wills, estate documents, and beneficiaries to reflect the surviving spouse’s wishes, while revising future life and financial goals as needed.
"Thanks for your help recently and over the years. The whole divorce ordeal had a heavy toll on me, but I'm glad you were in my corner."*
David M. Mahalick, PhD, ABPN
Pediatric & Adult Clinical Neuropsychology Board-Certified
*All testimonials are provided by clients of Heller Wealth Management and have been provided voluntary. No financial compensation has been given in exchange for this testimonial.
Life Transitions
Retirement
Rather than kicking back, retirement can be about kicking off a whole new chapter of life lived to the fullest.
Confidently. Securely. Resiliently.
Life Transitions
Divorce
While difficult, navigating financial challenges can be made more manageable with thoughtful planning and realistic decision making.