Losing a loved one changes everything. Amid grief, the financial decisions you face can feel overwhelming. Thistle Wealth is here to guide you through the process with care, transparency, and confidence.
What to Do First: Immediate Steps
We provide a simple, structured approach to help you navigate the initial days and weeks after a loss. Our checklist includes:
Who to notify – Financial institutions, Social Security, pension providers, and more.
How to organize important documents – Wills, trusts, insurance policies, and account statements.
Managing immediate financial needs – Ensuring stability while keeping long-term goals in mind.
A Thoughtful, Personalized Approach
We understand that financial reorganization is deeply personal. With experience assisting widows and those navigating major life transitions, we help:
Get a clear picture of your finances – Gather details on what you own, what you owe, and where your income will come from.
Make sure your money plan fits your new life – Adjust savings, investments, and financial decisions to support your future.
Navigate tax and legal considerations – Coordinate with estate attorneys and CPAs for a seamless transition.
Create a path forward – Whether it’s adjusting retirement plans, setting up new accounts, or simply feeling financially secure again, we’re with you every step of the way.
Compassionate Guidance You Can Trust
You don’t have to make these decisions alone. Thistle Wealth provides support rooted in expertise and empathy, ensuring you feel informed and empowered.
Free Financial Review
We offer a complimentary review meeting to describe our services, and to see if our services are right for you.