Widows and Divorcees
Erica recently lost her husband and is struggling to make sense of what it means for her finances.
She has two children, one in high school and one in college, and she’s returning to work for the first time in years, trying to rebuild momentum in her career. There’s a lot going on in her life already — and that’s before you add the logistics of separation to the equation.
Erica wants to take control of her financial future with clarity and confidence. She knows her goals but isn’t sure how to reach them.
For divorcees, widows, and anyone going through a life transition, handling money alone for the first time can feel like having to learn a new language. We serve as a trusted collaborator, helping you understand your financial picture and investment opportunities — so you can develop the skills to chart your own new course.
What we do for Erica
- Build a personalized roadmap for income, investing, and security
- Review and restructure accounts, trusts, and beneficiaries
- Provide college funding strategies and retirement catch-up plans
- Offer guidance on how to handle property settlement from divorce and invest new assets
- Ensure estate planning protects her children and legacy
With Faubourg’s guidance, Erica can be secure in the knowledge that she has a dedicated team in her corner, and she can begin the next chapter of her life with comfort, resources, and ease.