Navigate Widowhood with Your Heart, Soul, and Finances Intact
My gift to you. Exclusive access to my 8-week course that guides you towards sound financial decisions through widowhood, helping you build confidence, and reduce worry no matter where you are in your journey.
"Donna's roadmap is a proven and easy to follow path that will help any woman rise from financial overwhelm to true empowerment."
– Sara Connell, Coach
You’ve entered the club you never wanted to join, widowhood. Now what?
You may feel like the world is spinning, not sure what will come next. It’s hard to make important decision when the one you always made them with is no longer here.
I was in that exact space when I lost my husband of 13 years. I was 40 year’s old and everything felt out of control. It wasn’t easy. And that’s why I want you to have the resources I wish I had.
I want to help you navigate widowhood, no matter where you are in your journey, with your heart, soul, and finances intact.
Start Now... Navigate Widowhood with Your Heart Soul and Finances Intact
Over the course of 8-weeks you will take the steps to building your confidence, gain financial clarity and reduce worry so you can make decisions that are right for you and your family. Learn to take control of the unique financial situations that face us in widowhood like; what documents should you gather? How to get organized? Should you sell your home or stay? Should you change careers? How should you handle your new normal including income and expenses?
Week 1
An introduction and backstory: Share our stories and what brings us to the group. We will review your goals and you will have access to a financial virtues survey.
Week 2
Get organized: First we will review your financial virtues survey results. We will dive into your immediate, transitional, and long-term goals. Discuss what to gather in order to get organized.
Week 3
Understanding finances: We will discuss financial vocabulary and learn to better understand your credit.
Week 4
A deeper understanding of finance: Let’s talk about cashflow, net worth, and establishing your financial goals.
Week 5
Be proactive: Learn about protection planning and estate documents.
Week 6
Taking control: Getting your financial house in order.
Week 7
Should I stay or should I go?: Questions to consider if planning to sell your home, or change careers now that you are in this new chapter. Learn how to best make those big decisions through grief.
Week 8
Your action plan: Let’s create your action plan, the next steps for your now and your future. Learn how to best communicate that with family and friends and creating your family love letter.
Financial Virtues Survey
Personal Document Locator
Get your free copy of the best-selling book that inspired this course
I want you to have the resources I wish I had had to navigate widowhood and to help ease the uncertainty of your financial security after the loss of a spouse. This book is your financial companion and roadmap to survive widowhood with your heart, soul and finances intact.
My heart is with you, I’m here to guide you.
Need further guidance? Get in touch with Donna
Schedule a time to meet with Donna to discuss your situation privately and to see if she can help. Get in touch if you are:
- currently going through a transition, such as widowhood
- want to prepare for life’s unexpected situations
- are considering professional help with your investments
It would be our pleasure to talk with you!
