Widows

The loss of your spouse can create uncertainty in your financial future. We help you take back control of your finances and your life. 

Losing your spouse is devastating. Taking control of your finances shouldn't be. We can help.

 

The loss of a spouse is the #1 financial stress in life. The average age of widowhood is 59 and many widows could go on to live another few decades after the death of their spouse. When it happens, life becomes and feels more unstable. You may even feel like you've lost control.

 

If you have lost a loved one, there are likely dozens of questions that have crossed your mind. If you need help getting your finances in order and on track, we can provide the guidance you need.

Key Concerns of the Widows We Serve

Key Concern:

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

Key Concern:

Can I maintain my lifestyle now that my spouse is gone? 

Key Concern:

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

Key Concern:

Will I run 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? 

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

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Covenant Wealth Advisors

 

Covenant Wealth Advisors is a private wealth management firm, fee only financial planner, and fiduciary advisor 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 fiduciary financial advisors and fee-only financial planners specialize in working with individuals and families age 50 plus, who are concerned about retirement.

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