Helping Grieving Clients

Shulaka, Carly
July 2008
Journal of Financial Planning;Jul/Aug2008 Supplement, p14
Academic Journal
The article discusses the delicate issue of addressing the financial planning needs of a person whose spouse has recently died. In the immediate aftermath of a death planners should be prepared to simply listen to a grieving client without forming judgements. Important financial decisions should not be made right away. At some point a planner might consider contacting a close relative to broach the topic of addressing the surviving spouse's needs. When the aggrieved party is at last prepared to confront financial needs, he or she may find it helpful to have a close friend or relative join any consultations.


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