I have a client that has been a widow for a number of years. Recently she shared with me an acronym she put together to help herself find people necessary for her to move on to her next steps, and help her to keep moving in the proper direction. I thought this was wonderful and want to share it with you.
Here’s suggested expertise list for advisors:
F – financial advisor
L – lawyer
I – insurance specialist
R – realtor
T – tax(es) specialist
Please feel free to add these to your list of resources.