The weeks and months that follow the death of a spouse are often filled with sadness, stress and confusion as you begin to make sense of life without your husband or wife. It’s an emotional time but a trusted advisor can help you navigate those difficult early days.
A relationship with a financial advisor must be based on trust and mutual respect. I consider it a great honor to walk through life with our clients and am blessed to call some of them among my best friends. However, it’s not a decision to take lightly. Hiring a financial advisor is about so much more than getting the best returns or high-tech tools to manage your portfolio.
An effective client-advisor relationship requires that you allow them into intimate and often difficult areas of your life. If trust and vulnerability are present, an advisor can be a tremendous asset in the early months after the death of a spouse. In honor of National Widow’s Day, we answered a few questions for The Oklahoman about some of the top challenges facing a surviving spouse.
Blog by Kyle Brownlee, CEO.