• Life After Loss

    Helping Widows Rebuild Financially

At Coldstream, we understand that everyone faces different life situations and aim to provide financial guidance for all of the challenges life throws at you. This is one of the biggest.

Wealth Manager and author of “Life After Loss: A Financial Guide to Thriving in Widowhood” Kim Rosenberg, CFP® lost her husband in 2014. As she struggled to reorder her life during his illness, she sought out a career in financial planning, partly with the hope of providing other widows the advice and guidance she couldn’t find.

Now, Kim offers her own experience to others to serve as a light through the darkness. She has been helping widows find their financial footing for over ten years, delivering financial expertise combined with the compassion and understanding of someone who’s been there.

All of Coldstream’s staff shall attain the required licenses and designations necessary for his/her position. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™ in the U.S.

If you or someone you know is struggling to build their future after the death of a spouse, contact us today for a free consultation. We’ll also provide you with Kim’s eBook, “Life After Loss: A Financial Guide to Thriving in Widowhood.”

 

Kim Rosenberg, CFP®

kim.rosenberg@coldstream.com
503.352.1300

Below we share some downloadable resources to get you started on your journey:

Within the first few weeks after the death of a spouse, it makes sense to start reviewing and organizing  your financial paperwork. Here is a short list of documents to gather as soon as possible: Checklist: Documents to collect

Estate planning is critical – here are a few things to consider before meeting with your professional team to build a plan that meets your needs: Putting a new estate plan in place

Meeting with your support team for the first time can feel intimidating. Here are a few tips to help you prepare: Meeting with your support team

Budgeting and cash flow management can be critical disciplines that can help you save and preserve wealth over your lifetime. Find some tips: Figuring out your monthly budget

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