The Wife of a Financial Advisor | Interview with Becca

He's Gone But The Money's Not

Summary

Becca’s husband died from complications of Covid at 51. He had a financial planning business and a hedge fund he ran with several investors. She shares her experience of not being on the business documents and bank accounts and needing to unwind those businesses. As the wife of a financial planner she shares from her perspective what type of advisor to look for and how valuable an advisor can be for you. And she shares how important it was that they lived solid financial principles such as having life insurance and not being in debt.

Resources

Find Becca on Instagram at @thewidowswalk and @never_alone_cullman

Find the support organization Becca talks about here www.neveralonewidows.org

If you would like to learn more about Rock House Financial and the services offered see our website https://rockhousefinancial.com/

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