Guidance for Widows & Recent Inheritors
Walking with you Through the financial and emotional transition after loss or inheritance
Losing a spouse or receiving an unexpected inheritance can bring emotional overwhelm, financial uncertainty, and life-changing decisions all at once. During a time when clarity is hard to find, you shouldn’t have to navigate these decisions alone. At Matthews Financial & Insurance Solutions, we walk beside you—helping you regain confidence, rebuild stability, and create a financial plan that honors both your future and the legacy of the person you loved.
As specialists in serving women experiencing transitions, we understand the unique financial challenges widows and inheritors face—untangling accounts, evaluating new responsibilities, protecting assets, and making decisions that impact long-term security. Through our Quality of Life Planning process, we help you slow down, prioritize what matters most, and make thoughtful, informed decisions that support both your emotional and financial well-being.
How We Support You
- A safe space to breathe and assess
We begin by listening—your worries, your questions, your goals, and your immediate needs. You’ll have a compassionate partner helping you sort through accounts, paperwork, and responsibilities at a pace that respects both your emotional state and the urgency of certain decisions.
- Organizing your financial life
We help bring order to the chaos by gathering, reviewing, and organizing all financial documents: investments, insurance policies, retirement accounts, bank statements, estate documents, and debts. You’ll gain a clear understanding of what you have and what needs attention right away.
- Planning your next steps with confidence
You will never be rushed into long-term decisions. Instead, we focus on building a roadmap that balances your short-term stability with your long-term goals. Whether you need income planning, investment restructuring, debt review, or guidance on managing newly inherited assets, our team helps you move forward with assurance—not pressure.
- Estate and inheritance alignment
Through our partnership with Wealth.com, we help ensure your estate plan, ownership structure, and beneficiary designations accurately reflect your new circumstances. We make sure your documents, titles, and accounts are updated to protect your interests and the future you want.
- Investment management built for your new reality
We’ll help reassess your investment strategy based on your new financial life—adjusting risk, simplifying accounts, and creating a portfolio designed to support stability, clarity, and growth over time.
- Walking with you—not just advising you
Widows and recent inheritors often tell us they want a partner, not just a financial technician. Our team is here to support you emotionally and practically, to answer the questions you’re afraid to ask, and to help you rebuild a life that feels secure, supported, and steady.
