When you lose a spouse, it can feel impossible to focus on something like finances. At Serenity Financial Planning, we take the burden of handling the financial obstacles related to a spouse’s death off your shoulders, giving you the time and space you deserve to grieve properly. We help you handle important matters like the transfer of assets, inheriting retirement plans and pensions, collecting spousal benefits, and more, to help preserve your long-term financial stability.

Life is unpredictable. We encourage all couples to meet with us and discuss what plans they have in place for their partner’s financial future, should one of them pass away unexpectedly. We understand that these conversations are difficult to have, but we approach them with the utmost sensitivity and discretion, guiding you through the process as smoothly and painlessly as possible. We’ll help you with life insurance and other appropriate coverage for your situation, as well as discussing possible income sources in the event of your spouse’s death. Through proper planning, you can gain financial confidence for whatever the future might bring.

Becoming a widow or widower changes virtually every aspect of your day-to-day life, and can have a significant impact on your finances. For women especially, making the transition to managing your finances independently can be difficult. You may not have a full understanding of your assets, or how to manage your life insurance payout and spousal benefits. Serenity Financial can help.

We’re here to offer you the guidance and support you need to navigate this difficult transition in your life. We’ll provide you with ongoing advice and financial guidance to help you confident in your financial future. No matter what changes life might bring your way, Serenity Financial Planning is here for you.