Debbie, 55
Widowed
At 55, newly widowed, Debbie was overwhelmed — grieving, managing finances alone for the first time, and unsure where to turn.
Her kids wanted to help, but she wanted to remain independent and not burden them.
More than anything, she hoped to honor her husband’s legacy while creating stability and generosity for her family.
Challenges
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Grief and new financial responsibilities left Debbie paralyzed and exhausted.
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She valued her children’s help — but needed healthy boundaries to manage things on her own.
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Intimidated by financial jargon, Debbie wanted human-centered advice — not complexity.
How We Helped
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We met Debbie where she was — creating a clear, simple task list to reduce overwhelm, and pacing the process with care.
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"Do I have enough?" "How much can I spend?" These were answered clearly and practically — with technical work handled behind the scenes.
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Regular conversations built trust, providing clarity and confidence — without drowning her in data or jargon.
"You Never Know How Much You Really Believe Anything Until It's Truth Or Falsehood Becomes A Matter Of Life And Death To You."
— CS Lewis in A Grief Observed
Let’s Pick Up the Pieces Together.
When life feels overwhelming after loss, you don’t have to navigate it alone.
When you’re ready, I’m here to help.