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Solo Solutions

Whether you are divorced, a widow or widower, or single by choice, you carry the full weight of your financial life on your own shoulders. While that independence can be empowering, it may also mean navigating higher taxes, planning without a second income to rely on, and preparing for the future without a built-in support system.

Financial confidence comes from building competence over time. I believe with the right guidance and structure, you absolutely can do this! I can provide you with the education, strategy, and steady partnership to identify which services can help you move forward with clarity and self-assurance. Some of the ways we can partner together include:

Reviewing your income, expenses, and savings strategy to create a sustainable budget that supports both today’s lifestyle and tomorrow’s goals

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Evaluating tax strategies to help address the higher tax burden that often impacts single filers


Planning for long-term care and healthcare needs, recognizing that you may not have a partner to provide support later in life

Helping you organize and understand your full financial picture – especially if a spouse previously handled finances – so you feel informed and in control


Designing investment and retirement strategies aligned with your individual goals, timeline, and risk tolerance


Creating an estate and legacy plan that reflects your wishes and protects the people and causes important to you

Wells Fargo Advisors does not provide legal or tax advice.