Need Financial Guidance after the loss of a loved one or during serious illness
Life can feel overwhelming after the loss of a loved one or during other difficult transitions. Important financial decisions often collide with deep emotional pain, leaving you unsure of what steps to take next.Financial Advisor, Haley Wall, understands these challenges on a personal level. With both professional expertise and a compassionate heart, she helps clients navigate uncertainty with a clear plan—so you can feel safe, supported, and confident about the road ahead.
What You Can Expect in Your Complimentary Consultation
During your free 30-minute consultation, Haley will:
- Listen to your story with compassion and care
- Identify pressing questions like “Can I stay in my home?” or “Will my kids be okay?”
- Provide initial guidance on aligning your finances with your immediate needs and long-term goals
- Help you begin building a path forward with clarity, confidence, and purpose
Who This Consultation Is For
Haley specializes in serving clients who are experiencing or preparing for major life transitions—particularly those navigating grief, widowhood, or significant changes in family life.
To ensure she can provide the level of personalized planning and wealth management support each client deserves, consultations are available to those with a minimum of $500,000 in investable assets.
Take the First Step Toward Peace of Mind
You don’t have to make life-changing financial decisions alone. Haley is here to walk beside you—bringing clarity, compassion, and confidence when you need it most.
Ready to book right now?