Following the unexpected passing of his partner, our client Robert needed time to grieve before re-evaluating his plans and goals. The death of a loved one is always an emotional time; even more so when it’s unexpected.
It was important that we progressed at a pace that Robert was comfortable with, affording him time to come to terms with the loss of a loved one.
It was inappropriate to begin discussing any financial planning immediately. Instead, our initial focus was on helping Robert with any practical and admin issues that he felt capable of dealing with.
This meant being proactive only where necessity required it; for example, helping with issues that had a pressing urgency. Initially, we provided support during the probate process. This reduced the administrative burden weighing on Robert and, in turn, eased the stress he was feeling.
Understandably, the traumatic event Robert experienced had given him a whole new perspective. As previous plans and goals were evaluated, a greater focus was placed on both his employment and lifestyle choices. Only once Robert was able to reimagine his sense of identity, from that of a couple to that of an individual, was he able to begin the process of planning for the future with purpose.
For Robert and for us, this has been an ongoing process. The timescale is years, not months. Slowly, we have rebuilt his financial plan, making changes where appropriate to reflect his new aspirations. This new strategy has enabled him to achieve positive outcomes, for himself and his immediate family; both in terms of his finances, and how his time is spent.