Paid advisors for a recent widow in the US

Post date: 2020-09-19 08:23:50

A US close friend has recently been widowed. Her spouse took care of all financial matters, and she is looking for a paid financial advisor who doesn't have a financial stake to discuss her overall finances. Looking for someone similar to provide advice on what she should fix if she plans to stay in/sell her house.

Good bedside manner is very important - someone who doesn't mind explaining basic concepts in a compassionate manner. Specific recommendations would be great, anyone in the US is fine.

Looking for someone similar to help with "If I choose to sell/stay in my house, should I fix this?" She hasn't decided if she wants to sell yet. Looking to pay someone for input who will NOT be potentially selling the house/representing her.

If you have other "consultants for recent widows" advice I'm all ears. She's getting lots of family/friends help/advice, but it is helpful to have people who are working just for you.

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