Financial Planning for Widows

By Jeremy Raffer

My father passed away unexpectedly at 70, leaving my 67-year-old mother a widow. While helping her navigate the financial challenges, I gained a deeper understanding of widows' struggles, both financially and personally.

Afterward, I created a checklist to streamline the process in case I needed to help someone else. When a client passed away, the checklist was very helpful. With each experience, I refined the list, and it eventually became a 26-chapter book.

I'm offering a free copy to anyone looking for guidance.  All you have to do is schedule a consultation using the link below. I'd be happy to help.