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Relationship Loss Guidance

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You are never as financially vulnerable as when you have experienced loss.

There isn’t a more trusted and difficult assignment in personal financial planning, than dealing with vulnerable individuals. This is a challenging privilege, that often provides a rewarding outcome for both the advisor and client. Witnessing people overcome (in some cases) overwhelming odds and exhibit personal growth to come back stronger, is indeed a satisfying and fulfilling challenge.

Relationship loss covers many areas, but it refers to individuals who may have experienced one or more of the following;

  • Divorce or separation.

  • Grieving over the loss of a loved one.

  • Death of a partner or spouse.​

As a CFP Professional and Fiduciary: excellent client outcomes, as well as the reputation of the profession, are important to Matt Wenborn. He is dedicated to working alongside you, to help you achieve the best possible outcome for your future.

How Matt can help:

  • Assessment of current financial situation.

  • Planning for short and long-term needs.

  • Investment and Retirement Planning.

  • Holistic administrative, legal, taxation, insurance and debt assistance.

  • Emotional support and guidance.

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