Life After Grief Financial Planning

Life After Grief Financial Planning provides discretionary investment management and a range of financial planning services to individual and institutional clients. The firm prepares written financial plans that address retirement, cash flow, tax strategies, estate planning, college funding and related topics, and offers comprehensive planning through ongoing monthly or quarterly retainers as well as fixed-fee and hourly engagements.

The firm’s core investment implementation emphasizes modern portfolio theory using passive index mutual funds and ETFs to build diversified, low-turnover portfolios with attention to tax efficiency. As part of its planning process it also employs fundamental, technical, cyclical and charting analysis when conducting investment analysis, and supervises accounts in alignment with client objectives and any client-imposed restrictions.

Distinctive features disclosed in the brochure include a focus on grief-sensitive financial work — the principal provides consulting and training to other advisers on working with clients in grief — and a regular program of educational seminars and paid speaking engagements, some of which may be offered pro bono. The brochure reports discretionary assets under management of about $18.4 million, a relatively small client base, and limited outside business activities such as property management and consulting that the firm discloses occupy a portion of the principal’s time.