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FACTS:

For many women, the road to poverty begins after their spouse dies. After the death of a spouse, household income generally declines by about 40% due to changes in Social Security benefits, spouse’s retirement income, and earnings. Financial choices made under duress, obscure benefit laws, and new familial needs (i.e. therapy, relocation or supplemental childcare) play a huge part as the years pass, and by 65, for widowed women, the poverty rate becomes approximately 51% living on less than $22,000 a year.

Here's How We Can Help.

The ULTIMATE Financial Checklist For All Stages OF Widowhood

Phase 1: Immediate Actions

Skip the "I wish I'd Known That" feeling and use this phase of the list to do a thorough sweep of all the possible loose ends after your spouse's passing, by knowing what questions to ask and who to ask in the first place - so that you aren't paying debts that you shouldn't pay, or missing out on benefits you or your children are owed.

Phase 3: Your

Present + Your Future

After you're all set for the present - here we begin to create a feasible plan for your future for college for your kids, or the retirement you deserve, without having to borrow and struggle for the next 10 years!

Phase 2: The Clean Up

Worried about how you're going to live now, on a solo income, with past and present debt closing in on you? Let's get set you up for success! Tidy up your credit score and decide on some new budgeting habits to fit your "new normal", without causing a strain or overspending.

BONUS! : Use Our Personal Referral

Not sure about investing, creating wealth, or how to ensure your financial security? Now is an excellent time to speak with a financial advisor. Fun Fact: They aren't super expensive and DON'T just help with investing! They do a LOT more. Pair up with our personal referrals to learn how.

Got your own Financial advisor? Great! Bring this checklist to them and finally KNOW the questions you need to ask to be sure all your bases are covered.

"...This Checklist Has Everything!"

"I've seen "widow checklists" other places, but usually they are vague or incomplete, leaving you to search on your own for missing pieces - hoping you didn't overlook something important. This Checklist is amazing because it has everything!" - Shannon B.

"It's The Between-The-Lines Side Comments For Me!"

"I love the way this is laid out! It's the Between-The-Lines side comments for me!. The bullet points of what action needs to be taken is highlighted for you, but if you needed more information or had a question, the author is right there in the comments with additional helpful tidbits - so you know more about WHY you're doing each step, and whether it applies to your situation or not! "- Jacklynn J.

Get Your Free Checklist Today,

Ensure Financial Security For Your Tomorrow.