Financial Planning for Widows

Get the financial help you need to take control of your finances, get organized, and get your confidence back.

Guidance and advice to help you take control of your life and finances.

Losing your spouse is the #1 financial stress in life. When it happens, life becomes and feels more unstable. You may feel like you're forgetting things, losing control, and lack organization. When your life partner dies, there are dozens of questions that will cross your mind. We help help you get organized, create a plan for your future, and bring confidence and clarity back to your life.

Key Concerns of the Widows We Serve

Click on a Key Concern below to find out how financial planning can help you.

Key Concern:

My spouse took care of our finances and now I feel lost. How can I maintain financial security going forward?

Key Concern:

How can I maintain my lifestyle now that I'm on my own? 

Key Concern:

The estate settlement is so overwhelming. What do I need to do to settle the estate and get organized?

Key Concern:

How can I avoid running out of money due to my new financial situation?

Key Concern:

How can I ensure that I'll be able to afford healthcare as I age?

Key Concern:

How can I make my investments work for me in a way that helps me sustain my lifestyle? 

Financial Planning Resources for Widows

 

Losing a loved one can create more questions than answers. Here are free resources to help you get organized and get answers. 

This checklist covers 29 of the most important planning issues to identify and consider when your spouse passes away.

Key Issues to Consider After Your Spouse Passes

It can be confusing to know what documents to keep and throw away. This tool will help you know what to keep.

Key Documents To Should Keep on File

Make this yours. Add images, text and links, or connect data from your collection.

Issues to Consider Before Closing Estate

Get Started with Covenant Wealth Advisors Today.

With advice and guidance to make your retirement more achievable, getting started with a financial advisor and financial planner has never been easier. 

Get stared with a FREE intro call to see if we can help.

Katherine Fonville

Vice-President and Financial Advisor

in Richmond, VA

Call (888) 320-7400 or click to get in touch.

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CONTACT US

 

Covenant Wealth Advisors is a private wealth management and fee only financial planning firm with offices in Richmond, VA and Williamsburg, VA.

Founded in 2010, we work with more than 140 families and manage over $180 million* in assets for clients in Virginia and across the country. 

Our financial advisors and fee-only financial planners specialize in working with successful individuals and families age 50 plus, who are concerned about retirement, and who have over $1 million in investable assets.

CONTACT US

 

Toll Free: (888) 320-7400

Email: info@mycwa.com

Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 

 

WILLIAMSBURG VA LOCATION

351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111

 

RICHMOND VA LOCATION

4870 Sadler Road

#300

Glen Allen, VA 23060

(804) 729-5265

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Covenant Wealth Advisors is a fee only financial planner and registered investment adviser with offices in Richmond, Va and Williamsburg, Va. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. *AUM as of June 30, 2018