Widowhood or Divorce

Whether through the loss of a spouse or the end of a marriage, major life transitions bring emotional weight and financial complexity. During times like these, the decisions you make can have lasting consequencesโ€”and they shouldnโ€™t be made alone. At Global Advisers, we provide steady guidance, helping you regain financial clarity while you focus on rebuilding your life.

Why It Matters

Widowhood or divorce often requires assuming full responsibility for decisions that were once shared. It may involve sorting through investments, insurance, estate plans, debt, and income sourcesโ€”all while managing personal upheaval. Acting too quickly can lead to mistakes; acting too slowly can create financial strain. We help you strike the right balance.

How We Help

We bring sensitivity, experience, and structure to help you stabilize your financial life and chart a path forward:

  • Reviewing and retitling assets, accounts, and beneficiaries
  • Creating or adjusting a financial plan for your new circumstances
  • Evaluating income sources, including Social Security, pensions, alimony, or survivor benefits
  • Rebuilding retirement strategies based on a single income or household
  • Managing debt, liquidity, and immediate cash flow needs
  • Planning for children or dependent support
  • Coordinating with estate attorneys and tax professionals
  • Providing long-term investment and protection strategies

Common Triggers

Clients often engage with us when:

  • A spouse passes away and the surviving partner needs help managing finances
  • A divorce leads to the division of assets and the need for a new financial plan
  • They feel overwhelmed by paperwork, legal details, or financial decisions
  • They want a trusted partner to help them plan independently going forward
  • Their previous advisor relationship no longer fits their new life

How We Add Value

We provide more than adviceโ€”we provide peace of mind. Our approach emphasizes:

  • Compassionate, judgment-free financial support
  • A clear step-by-step transition process
  • Ongoing planning to restore confidence and control
  • Fiduciary advice with no pressure or product sales
  • Services tailored to both short-term needs and long-term stability

A Path Forwardโ€”On Your Terms

Loss or separation doesnโ€™t have to mean financial insecurity. With the right partner, you can move from uncertainty to clarity, and from reaction to intention. Weโ€™re here to help you take controlโ€”at your pace, and with your goals in mind.

Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

Review Global Advisers with FINRAโ€™s Broker Check