Financial Planning for Widows, Widowers, and Divorceès
Change is Hard. We Are Here to Listen.
Let's talk about your financial questions. We'll provide wisdom and direction in your first steps toward independence.
We Listen.
We Care.
We Empower.
Your Future Deserves a Financial Partner You Can Count On
When life changes suddenly, it’s natural to feel unsure about your next steps—but avoiding financial decisions can create even greater risks. Life transitions demand financial guidance you can truly rely on, and finding the right partner is essential.
The wrong advice can lead to missed opportunities, mismanagement, unnecessary taxation, or decisions that fail to serve your long-term goals. You need guidance that puts your needs above all else. As a fiduciary, CWG must act in your best interest, ensuring every decision is guided by transparency, honesty, and purpose.
Understanding Your New Financial Landscape
Bring Your Questions
Going through a loss often leaves you feeling like the world's weight is on your shoulders—budgeting and managing finances alone is no exception.
It’s a daunting new responsibility, especially if your partner handled the financial details in the past, but achieving financial security can help ease that burden. You might be asking:
Where do I begin?
How do I secure my future?
Who can I trust to guide me?
How do I avoid costly mistakes?
There are no bad questions.
No matter your financial understanding, we'll discuss the implications of the next steps in language that makes sense to you.
At Cornerstone, we specialize in helping individuals like you take the first step toward financial empowerment with clarity, confidence, and a clear plan after a divorce or the death of a spouse.
We Listen. We Care. We Financially Empower You.
At CWG, we begin by doing what matters most—listening. Your story, concerns, and goals are unique, and we believe no financial plan can succeed without genuinely understanding your lifestyle and who you are. We approach every conversation carefully and patiently, helping you feel supported as you navigate these unfamiliar challenges.
For decades, we’ve been helping widows and divorcées regain control over their financial futures through our client-first fiduciary commitment, personalized planning, and transparent strategies. As your guide, we don’t just manage your finances—we empower you to own and understand them confidently.
Helping You Take Control, One Step at a Time
We’ve created a process that is easy, clear, and empowering, providing step-by-step guidance to help you build financial confidence with smart investment strategies and effective budgeting, ensuring your investments align with your goals. Every step we take together is designed to meet you where you are and ensure you feel confident moving forward:
Schedule a Consultation
Meet with one of our financial advisors to share your story, goals, and concerns.
1
Discover Your Personalized Financial Roadmap
We’ll tailor a financial strategy to address your immediate needs, ensure adequate insurance coverage, protect your assets, and set long-term goals.
2
3
Take Control of Your Finances
With expert support and tools, you’ll confidently make financial decisions today, tomorrow and in the future.
You Can Walk With
Confidence
in This Next Phase of Your Life
Imagine a future where:
You understand your financial plan and see it align with your goals and values.
You feel confident in your ability to manage your finances.
You have a trusted financial advisor by your side, guiding you every step of the way.
You can focus on living your lifestyle with financial security and peace of mind, knowing you are maximizing your social security benefits, organizing your estate, accumulating your savings, and planning your legacy.
With CWG, this isn’t just a possibility
—it’s your new reality.
You Are Resilient and Strong, Just Like Our Clients.
Sarah, L.
"After my divorce, I didn’t know where to turn. Cornerstone was more than just a financial advisor—they were a lifeline. They took the time to listen, educate, and build a plan that helped me feel in control again."
Chris W.
“Managing my finances alone wasn’t the plan, but after my wife passed, Cornerstone was by my way every step of the way.”
Jeff Carbone, CWG Wealth Advisor
“We help you take a step back and assess where you are so you can discover what you want in this next chapter of your life. Then we work with you to create a roadmap for getting there.”
Your Trusted Partners During This Transition
-
Jeff Carbone, CFP®, AIF®
Wealth Advisor, Private Wealth Group, Managing Partner
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Jeff Powell, CFP®, MBA
Wealth Advisor, Partner, Private Wealth Group
Take the First Step Toward Financial Confidence.
Let us help you turn uncertainty into empowerment. Schedule your complimentary consultation today and build a personalized financial plan that gives you clarity, control, peace of mind, and awareness of tax and income implications.
Schedule a Free Consultation with One of Our Expert Financial Advisors
Not Ready to Make a Decision? Explore Our Financial Education Resources
Empower yourself with the knowledge and confidence to manage your family's finances. We understand you may want to learn more before taking the next step. That’s why we’ve created helpful resources to guide you:
Download our Free Guide: "Divorce Financial Planning Checklist.”
Download our Free Guide: “Life After Loss, Financial Planning for Widows and Widowers.”
Or, explore our Financial Planning for Women resources.
