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Finanical Wellbeing for Widows

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  • During this meeting I will provide the basic steps to understanding your financial situation. 

    My world forever changed in 2010 when my husband died, leaving me with two kids and a mortgage.  From that grief, I became inspired to help other widows to feel more enlightened and self-confident about their financial matters.

    At this upcoming session, I will provide practical financial advice as we walk through basic steps to understanding your present financial situation, managing risk, investing wisely, reducing taxes and creating an estate strategy.

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