I’m not here to tell you grief gets easier. But I can tell you this: you don’t have to figure out the financial side of losing someone on your own. And you shouldn’t have to pretend you’re fine while doing it.

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When my dad passed away, I thought I was prepared. I’m a financial advisor. I had the spreadsheets. The documents. The plans. Everything was supposed to be in place.

 

But when the moment actually came? It was chaos. I was helping my children grieve while figuring out how to list my dad’s house. I was trying to keep his garden alive—because it had meant everything to him—while dealing with home insurance, probate forms, and the car he’d financed just before he died.

 

It was surreal. It was exhausting. It was one of the hardest things I’ve ever done. And that was with a background in personal finance.

 

I remember getting an email from the realtor saying, “The buyer has one question: do you know why your dad painted the house green?”

 

I laughed out loud. Because honestly, how could I possibly know that? And how could that possibly matter? I wrote back: “Because he had exceptionally poor taste!” And then I cried.

 

That’s what this process is like. One minute you’re negotiating contracts. The next, you’re stumbling over a memory in the garage. You’re trying to be practical when everything feels personal. And the truth is, no amount of preparation makes that easier.

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That experience changed how I support my clients. I don’t lead with technical checklists or bullet-pointed timelines. I show up as someone who’s been through it. Someone who understands that grief doesn’t fit into tidy folders.

 

Whether you’re the executor or a beneficiary, I help you carry the weight. I help you make decisions — financial and otherwise — without feeling like you have to compartmentalize every emotion to get it done. Because no one is actually good at doing that, no matter how put together they seem.

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If you’ve recently lost someone — or know that time is coming — I’d be honored to be in your corner. Not just to help with accounts or paperwork, but to stand with you during a time when most people don’t know what to say or how to help.

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There’s no script for what you’re going through. But there is a way to walk through it with clarity, dignity, and someone steady by your side.

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