Humanity Wealth Advisors focus on helping women who have either recently divorced or have lost a spouse.
We know this is a time of major adjustment for you so we work with you to create a seamless transition to your new life.
Here are some of the ways that we can help:
- Create a financial plan after a big life change like divorce, or the death of a spouse so you know you’re still on track with your goals
- Provide guidance and direction on how to navigate your finances if you haven’t done much of this before
- Help you evaluate where you live (sell, rent, downsize, etc.)
- Assist in creating and/or updating an Estate Plan
- Develop a social security strategy
- Help you consolidate financial accounts as needed
- Ensure your current investments are sufficient to accommodate your retirement plans
- Collaborate with other professionals you might be working with such as CPAs or attorneys so that you know all of their efforts are working harmoniously together