Here are four simple steps – in four short videos. They will guide you through this difficult first year. I call them “Take Four.” The steps to navigate through your finances and grief. They will reduce the stress you face in this overwhelming situation and keep you from making personal and financial mistakes.
Take Three: Take a Trusted Friend or Family Member to Important Meetings
Taking a trusted family member or friend to meetings with your advisors will relieve the anxiety of going it alone. Ask them to take notes for you so that the important things do not get overlooked. Use this helper as a sounding board for your decisions.