Steps to Take After The Loss of a Spouse – Dowling & Yahnke Wealth Advisors



The first few weeks and month after the loss of a spouse can be completely overwhelming. The goal of this video is to help you prioritize – what should be done now and what can wait. This is general advice and you should consult with your advisory team to address your specific needs. Feel free to reach out to Hope Carlson, or any member of the Dowling & Yahnke team, with any questions.

Hope Carlson, CFP®
hope.carlson@dywealth.com
(858) 509-9500

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