Widowhood

A PARTNER WHEN YOU NEED IT

If you were the partner who did not handle the finances, having to handle them and the grief can be difficult, our advisors understand that and are here for your confidence. 

If you need more financial help, our NewMaker Network will come together to build the right team for you.

Bring us in anytime, our process is designed to work both after a tragic passing, but our Restorative Finance™ approach can help you prepare for when the unthinkable happens. 

RESTORATIVE FINANCE™

We believe in Restorative Finance™, where the power of planning can reduce financial anxiety, leading to better and healthier lives. We'd like to make you a believer, too. 

Our SEE Process is a financial planning technique that takes into account the emotional side of money, creating a plan that honors all the ways we interact with money, not just the numbers.

Understanding the strengths and opportunities in your financial plan can help you to navigate this volatile period in your life.

Partner with advisors who believe money can be about more than just buying and selling, it can be about joy and purpose.

ADVISORS WITH COMPASSION

No jargon, we strive to speak in a way everyone can understand

Its not just numbers, we understand how finances can be at the heart of many of our issues in life

Navigate your future with a true financial partner

Facing your financial future does not have to add anxiety to the grieving process, we have found that facing finances, even if you are nervous about it, has the potential to reduce stress.

MAKE YOUR FUTURE NEW!

Your future is exciting, embrace it.

We strive to make our offices a safe space, free from judgement.

We also strive to make the financial planning process a fun, rewarding one.

You deserve a life free from financial anxiety, where you are free to celebrate of all you've built and all you are about to build. Let us shine a light on tomorrow, and make your future new!