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. 

Key Issues to Consider After Your Spouse Passes

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

Key Documents To Should Keep on File

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

Issues to Consider Before Closing Estate

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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

Ready to Think Big?

Let us help you create financial security.



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Toll Free: (888) 320-7400


Hours of Operation:

Mon - Friday: 09:00 AM - 05:00 PM 



351 McLaws Circle,

Suite 1

Williamsburg, VA 23185

(757) 259-0111



4870 Sadler Road


Glen Allen, VA 23060

(804) 729-5265

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