For Those Navigating Divorce or Widowhood
You did not ask for this chapter of your life, and you should not have to face it alone. As a CFP® (CERTIFIED FINANCIAL PLANNER™ professional) and CDFA® (Certified Divorce Financial Analyst®), my work focuses on those going through a divorce or who have recently been widowed—especially when a spouse was the one who handled the money.
If You’re Going Through a Divorce
Divorce is both an emotional and a financial transition. You may be wondering if you can keep the house, how to divide retirement accounts, what support will really look like in your budget, and whether a proposed settlement will last.
I help you:
Understand what you own, what you owe, and what is truly on the table.
See the long-term impact of different settlement options before you agree to anything.
Evaluate decisions around the home, support, and retirement assets with clear projections instead of guesswork.
Coordinate with your attorney so your financial plan and legal strategy work together.
My role is to give you objective analysis, plain English explanations, and a safe space to ask every question—no matter how “basic” it may feel.
If You’re Newly Widowed
Losing a spouse is heartbreaking, and the paperwork that follows can feel overwhelming. Many widows and widowers tell me they were never “the money person” and now feel pressure to make big decisions quickly.
Together, we will:
Organize accounts, statements, and key documents so you can see the full picture.
Clarify which decisions must be made now and which can (and should) wait.
Review life insurance, investments, pensions, and Social Security options in the context of your real life needs.
Build a step by step plan for income, spending, and investing that supports your new life going forward.
The goal is not just to “get through the paperwork,” but to rebuild your sense of control and confidence with money over time.
How I Work With You
My approach is patient, empathetic, and educational. I move at your pace, explain things in clear language, and encourage you to bring a trusted friend or family member to meetings if that feels helpful.
You can expect:
A judgment free environment—there are no silly questions.
Advice held to a fiduciary standard, meaning your best interest comes first.
Coordination with your attorney, CPA, and other professionals as needed.
Ongoing support, not just a one time meeting, so you are not left to figure things out on your own.
Ready for a First Conversation?
If you are in the middle of a divorce, considering one, or recently widowed and unsure where to start, you are exactly who I serve.
Our first meeting is simply a conversation. We will talk about what has changed, what is keeping you up at night, and what support would feel most helpful right now. From there, we can decide—together—on the next right step.
I am a founder of divorce network in IL. I have attached the seal of the organization to this email.