- divorced or widowed -

this can be the most stressful time in the life of client. We are here for you and understand your specific needs. If any of these issues are concerning you, please give Zora Financial the chance to help.

  • What do things look like going forward?
  • Restructuring the estate plan
    • How should accounts be titled going forward?
    • Do my estate planning legal documents need to be revised?
    • Who should be the beneficiaries on my accounts?
  • Reevaluating employee benefits and insurance needs.
  • Are there legitimate credit rebuilding and repair options?
  • Creating a new cash flow plan.
  • Asset allocations and management.
  • What Social Security options do I have?
  • I want a professional to become my "Chief Financial Officer".
  • How do I learn what I need to know about financial management without spending all of my time on it?
  • How can life insurance proceeds be utilized?
  • How should assets be transferred to beneficiaries? 
  • I want to honor my deceased spouse's wishes, but I want to know it is done right and my needs are not forgotten. 
  • There is so much to do and so many decisions to be made; I just want some rest and help.