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Identifying the four stages of transition for widows 

Million Dollar Round Table (MDRT)

CFP While the journey through grief and widowhood is unique to each widow, it will likely progress through four stages of transition. Discuss more advanced estate planning, charitable planning and special family issues. By Laura H. Mattia, Ph.D., This is the new normal, where she is now loving life and moving forward.

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Values Based Financial Planning is Powerful and Can Lead To Success!

Envision Wealth Planning

Once I had money, I could then decide to be charitable! As a Certified Financial Planner™ (CFP ® ) professional, I believe the first step starts with articulating your values around financial success. You may do this with ongoing charitable contributions during your life and charitable planning at your death.