What To Do After Losing a Spouse: Financial Guidance for Moving Forward
Navigating life after the loss of a spouse is an experience that can’t be completely planned for. No checklist or article can fully prepare you for the quiet moments, the tough decisions, or the unexpected waves of emotion that follow. In those first few months, the world often feels unfamiliar—and the future, uncertain.
But even in the hardest seasons, we believe confidence can be restored.
At Vance Wealth, we meet you where you are, not with pressure but with compassion. Whether you’re a longtime client or connecting with us for the very first time, our mission is simple: to ease the financial burden, so you can focus on what matters most.
Compassionate Financial Support After Loss
We understand that finances are just one part of this chapter. That’s why our approach includes so much more than investment advice. We take the time to listen, gently assess your needs, and guide you, step by step, toward clarity. When needed, we can connect you to trusted professionals in our network, from estate attorneys to tax preparers, so you’re supported from every angle.
Here’s how we help:
- Organizing and reviewing important documents
- Identifying immediate needs vs. long-term goals
- Coordinating with legal and tax professionals
- Creating a simple, personalized financial roadmap
There’s no rush—just thoughtful, steady guidance when you are ready.
Support for You and Your Loved Ones During Life’s Hardest Moments
There is no right way to grieve—and no perfect time to plan. But when you’re ready to take that first step toward restoring confidence, we’ll be here to walk beside you.
If someone you care about is experiencing loss, please know this: we’re here for them, too. Even if they’ve never worked with us or don’t plan to. You’re welcome to use us as a resource or introduce them to our team. One conversation can make a world of difference.
Let’s start with a conversation.
Whether you just need a sounding board or want help making sense of what’s next, we’re here with guidance that meets you where you are. No pressure. No rush. Just support when you’re ready.
📧 Email Jerrod.Ferguson@VanceWealth.com
📞 Call our office at 661-775-0950
📅 Schedule at your convenience: vancewealth.com/book-an-appointment
You don’t have to navigate this alone.
Disclosures:
Vance Wealth, LLC (“Vance Wealth”) is a registered investment advisor. Advisory services are only offered to clients or prospective clients where Vance Wealth and its representatives are properly licensed or exempt from licensure. This content is for informational purposes only and does not constitute personalized financial advice.