You’ve lost your partner, not your future.
As a widow, you're facing more than grief—you're navigating financial uncertainty. Let us guide you with clarity, confidence, and care.
You’ve lost your partner, not your future.
As a widow, you're facing more than grief—you're navigating financial uncertainty. Let us guide you with clarity, confidence, and care.
You’ve lost your partner, not your future.
As a widow, you're facing more than grief—you're navigating financial uncertainty. Let us guide you with clarity, confidence, and care.
You didn't ask to be in this position, but here you are. The person you trusted most to help make life's decisions is no longer here, and now all those questions, forms, and accounts fall on your shoulders.
The days feel overwhelming. You're juggling paperwork, unfamiliar financial terms, and well-meaning advice from everyone—but no one seems to get it.
"Will I be okay? Can I afford my lifestyle? Who can I trust?"
You didn't ask to be in this position, but here you are. The person you trusted most to help make life's decisions is no longer here, and now all those questions, forms, and accounts fall on your shoulders.
The days feel overwhelming. You're juggling paperwork, unfamiliar financial terms, and well-meaning advice from everyone—but no one seems to get it.
"Will I be okay? Can I afford my lifestyle? Who can I trust?"
You didn't ask to be in this position, but here you are. The person you trusted most to help make life's decisions is no longer here, and now all those questions, forms, and accounts fall on your shoulders.
The days feel overwhelming. You're juggling paperwork, unfamiliar financial terms, and well-meaning advice from everyone—but no one seems to get it.
"Will I be okay? Can I afford my lifestyle? Who can I trust?"
At Concierge Wealth, we've built a process specifically for widows like you.
Simplify Your Finances
We'll create a clear, step-by-step plan that organizes your accounts, investments, and future expenses into one easy-to-understand roadmap.
Secure Your Lifestyle
Whether it's maintaining your current home, helping your kids or grandkids, or ensuring a comfortable retirement, we'll protect what matters most.
Navigate with Confidence
We act as your financial guide, shielding you from feeling overwhelmed and offering expert advice tailored to your needs.
At Concierge Wealth, we've built a process specifically for widows like you.
Simplify Your Finances
We'll create a clear, step-by-step plan that organizes your accounts, investments, and future expenses into one easy-to-understand roadmap.
Secure Your Lifestyle
Whether it's maintaining your current home, helping your kids or grandkids, or ensuring a comfortable retirement, we'll protect what matters most.
Navigate with Confidence
We act as your financial guide, shielding you from feeling overwhelmed and offering expert advice tailored to your needs.
At Concierge Wealth, we've built a process specifically for widows like you.
Simplify Your Finances
We'll create a clear, step-by-step plan that organizes your accounts, investments, and future expenses into one easy-to-understand roadmap.
Secure Your Lifestyle
Whether it's maintaining your current home, helping your kids or grandkids, or ensuring a comfortable retirement, we'll protect what matters most.
Navigate with Confidence
We act as your financial guide, shielding you from feeling overwhelmed and offering expert advice tailored to your needs.
Momentum.
Clarity.
Confidence.
Here’s what you can get done in 30 days with Concierge Wealth
DAY 1
Getting Organized
We begin with a focused, working session.
Whether we meet virtually or in your home, we’ll gather the key documents: wills, trusts, account statements, insurance policies, tax returns. Anything relevant to your financial life.
You’ll get access to your private financial portal, and we’ll start linking your accounts so everything is in one place.
We’ll also handle any urgent items that need attention now.
DAY 14
Building Your Roadmap
Now that the immediate priorities are addressed, we move into planning.
We clarify what you want your money to do for you and begin structuring the timeline, roles, and action steps.
This session sets the foundation for your roadmap.
DAY 30
Clarity and Confidence
You have a plan.
You know where things stand.
And you’re no longer navigating this alone.
What do I get when I sign up?
Financial Organization
We come to your home to create your clear financial roadmap
User-friendly dashboard keeps everything in one place
Realistic budget that maintains your lifestyle
Guidance and support for key decisions
Investment Simplification
We handle account consolidation so you don't have to
Investments explained in everyday language
Tax-smart management to protect your savings
Regular check-ins on your terms - in person or virtual
Family Protection
Thorough review of your trust and beneficiary designations
We attend attorney meetings with you
Family documents organized and accessible
Support and financial guidance for your loved ones' future
Tax Planning
Proactive planning to prevent surprises
We coordinate directly with your CPA
Smart strategies that keep more money in your pocket
We handle the paperwork and details
Security & Protection
Insurance review with your best interests in mind
Medicare guidance when you need it
Straightforward long-term care conversations
Peace of mind through proper coverage
True Concierge Service
Home or virtual visits
We'll sit beside you during difficult calls and meetings
White-glove coordination with all your professionals
Hand-selected specialists who understand your journey
What do I get when I sign up?
Financial Organization
We come to your home to create your clear financial roadmap
User-friendly dashboard keeps everything in one place
Realistic budget that maintains your lifestyle
Guidance and support for key decisions
Investment Simplification
We handle account consolidation so you don't have to
Investments explained in everyday language
Tax-smart management to protect your savings
Regular check-ins on your terms - in person or virtual
Family Protection
Thorough review of your trust and beneficiary designations
We attend attorney meetings with you
Family documents organized and accessible
Support and financial guidance for your loved ones' future
Tax Planning
Proactive planning to prevent surprises
We coordinate directly with your CPA
Smart strategies that keep more money in your pocket
We handle the paperwork and details
Security & Protection
Insurance review with your best interests in mind
Medicare guidance when you need it
Straightforward long-term care conversations
Peace of mind through proper coverage
True Concierge Service
Home or virtual visits
We'll sit beside you during difficult calls and meetings
White-glove coordination with all your professionals
Hand-selected specialists who understand your journey
What do I get when I sign up?
Financial Organization
We come to your home to create your clear financial roadmap
User-friendly dashboard keeps everything in one place
Realistic budget that maintains your lifestyle
Guidance and support for key decisions
Investment Simplification
We handle account consolidation so you don't have to
Investments explained in everyday language
Tax-smart management to protect your savings
Regular check-ins on your terms - in person or virtual
Family Protection
Thorough review of your trust and beneficiary designations
We attend attorney meetings with you
Family documents organized and accessible
Support and financial guidance for your loved ones' future
Tax Planning
Proactive planning to prevent surprises
We coordinate directly with your CPA
Smart strategies that keep more money in your pocket
We handle the paperwork and details
Security & Protection
Insurance review with your best interests in mind
Medicare guidance when you need it
Straightforward long-term care conversations
Peace of mind through proper coverage
True Concierge Service
Home or virtual visits
We'll sit beside you during difficult calls and meetings
White-glove coordination with all your professionals
Hand-selected specialists who understand your journey
Ready to Talk?
Let's have a conversation about your needs, concerns, and how we can help you move forward with confidence.
Not Quite Ready?
Download our comprehensive End-of-Life Planning Guide. It's a thoughtful resource to help you organize your documents, clarify your wishes, and take control of your financial future—at your own pace.
Ready to Talk?
Let's have a conversation about your needs, concerns, and how we can help you move forward with confidence.
Not Quite Ready?
Download our comprehensive End-of-Life Planning Guide. It's a thoughtful resource to help you organize your documents, clarify your wishes, and take control of your financial future—at your own pace.
Ready to Talk?
Let's have a conversation about your needs, concerns, and how we can help you move forward with confidence.
Not Quite Ready?
Download our comprehensive End-of-Life Planning Guide. It's a thoughtful resource to help you organize your documents, clarify your wishes, and take control of your financial future—at your own pace.