When her husband passed unexpectedly, Judith was at a loss. How will she fill the gap in her life and in her financial affairs?

Judith had never handled the household finances. Her holdings were spread wide and far, and the only clues were in boxes of paperwork in the basement. We went through the boxes and took Judith through our planning process.

In the end, Judith’s estate and retirement plans as well as her daily finances were put in good order so she could focus on more important things like spending time with her children.

Specific financial advice references provided herein are for illustrative purposes only and are not representative of decisions that have been made since the case study was published nor of decisions that would be made in the future.

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