How We Help

Women in Transition & Widows

Move Forward With Experienced Professionals

After her husband died unexpectedly, Sarah was in a fog. She quickly realized that she needed to find a partner she trusted to help her deal with all the paperwork (bills, insurance policies, investment statements, banknotes, etc.).

Financial Advice in HEr Best Interest

Women who have lost their husband often feel vulnerable and overwhelmed. We helped Sarah organize her financial life so that she could move forward with confidence.

Took inventory of financial accounts and insurance policies and, when possible, consolidated accounts.

Assured Sarah that she will be okay financially and can retire as planned.

Formed an investment plan for insurance proceeds that would ease her into the markets.

Created a coaching plan to gradually introduce Sarah to various financial planning topics without overwhelming her.

Coordinated with estate planning attorney and accountant on Sarah’s behalf.

Inspired Sarah to pursue interests and hobbies that brought her joy.

Case studies presented are based on actual clients, however, some of the information may have been changed or altered. These studies are provided for educational purposes only. Similar, or even positive results, cannot be guaranteed. Each client has their own unique set of circumstances so products and strategies may not by suitable for all people. Please consult with a qualified professional before implementing any strategy discussed herein.

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Ready to find the path to your desired financial outcomes? Reach out today to ask us any questions and discuss your current financial path. An initial consultation with Flagstone is a completely free and no-obligation way to see how we can assist your financial future.

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Flagstone Financial Management is an SEC registered investment adviser. Registrations as an investment adviser does not imply a certain level of skill or training. Flagstone Financial Management may only conduct business in jurisdictions in which it is registered, notice filed, or exempt.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


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