Thank you for sharing about your situation

I want to be honest with you about how my practice is built. I keep it intentionally small so that the women I work with get my full attention through estate decisions, family dynamics, and the long arc of what comes next. Because of that, I'm only able to take on a limited number of households each year, and the level of complexity I'm built to hold tends to align with families managing $1,000,000 or more in investible assets.

Based on what you shared, I don't think I'm the right fit for where you are right now, and I didn't want to leave you waiting on an answer.

That said, I don't want you to leave empty-handed. If it would help, I'd be glad to point you toward a few advisors and resources I trust for women in your situation. Just email me at mitch.simkins@legacyafterloss.com

You can also download my free course at https://legacyafterloss.com/course as an added resource that I hope you find helpful.

│ With care,

│ Mitch Simkins