Suddenly Single Individuals
Strength Through Transition and Clarity Through Partnership
For many individuals navigating a profound life change, such as divorce or loss of a spouse, financial decisions can feel both urgent and overwhelming. At HB Wealth, we provide more than financial advice. We offer clarity, care, and an enduring partnership to help suddenly single clients reclaim control and confidence in a new chapter of life.
HB Wealth Offers Critical Assistance to Clients Who are Suddenly Single
Getting Organized and Setting New Goals
We help clients sift through financial folders, statements, and accounts to assemble a complete, understandable picture of their financial situation. Our advisors can build forward-looking wealth forecasts and personalized budgets to replace fear with reassurance.
A Reset of the Advisory Team
From attorneys to CPAs and insurance agents, we can refer you to experienced professionals whose personalities and capabilities align with your needs, and we stay involved to translate technical advice into actionable decisions.
Updating Critical Documents
We can help to review estate plans, beneficiaries, asset titling, and other important legal documents, helping to ensure your new reality is properly reflected across all legal and financial frameworks.
Creating Connection and Community
We host small gatherings of clients with shared experiences, fostering emotional support, friendship, and strength through powerful community.
Advice for Suddenly Single People
From navigating healthcare options to creating an estate plan to building a support system, our specialist advisors have shared a lot of relevant advice for Suddenly Single people on our blog.
Find a Specialist Wealth Advisor
HB Wealth offers several experienced wealth advisors who specialize in working with suddenly single clients.
This material is not a recommendation, offer or solicitation to sell or purchase any security, and individuals should consult their own advisers before making any investment decisions. All investing involves risk.