Empowering Widows
When you’re newly widowed, the emotional weight of loss can make even the simplest decisions feel overwhelming—especially when it comes to finances. That’s why I created Financial Steps for Recent Widows, a gentle, practical checklist designed to help you take care of what matters most, one manageable step at a time.
This guide is adapted from a chapter in my award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows. It walks you through key actions to consider during the first year after your spouse’s passing—like organizing documents, claiming benefits, updating insurance, and reviewing cash flow—while also reminding you to care for yourself in the process.
Whether you’re figuring out what to do today, next week, or in the months ahead, this chapter offers a steady, compassionate hand to guide you. My hope is that it helps you feel more confident, more supported, and more prepared to move forward—on your own, yet not alone.
More Resources
Empowering Widows
What Empowering Widows Really Requires
How to guide grieving clients through this personal and financial transition with compassion and care
This article offers financial advisors compassionate, practical strategies for supporting recently widowed clients—emphasizing why doing so is not only empathetic but also a smart business move. It guides advisors through tailored listening, staged planning, and emotional sensitivity to build deep trust, drive loyalty, and cultivate meaningful long-term relationships.
Empowering Widows
Impactful Empathy
What to Say and How to Say It to Your Grieving Widowed Client
If you’ve ever struggled to know the right words or gestures when working with a grieving widow, this guide is for you. In Impactful Empathy, I share compassionate, real-world ways to support your widowed clients with confidence and care—right when they need it most. Say the right thing, at the right time—with empathy that matters.
