When everything feels urgent, not everything has to happen today.

Losing a spouse changes the finances alongside everything else. Brad Blackburn helps Columbia-area families sort out what actually needs attention now, and what can wait.

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hear it from Brad

Why I stay directly involved with this

In my experience, losing a spouse is different from every other financial transition I work with. There's no single decision to make. There's a list, and most of it arrived at once, while you're also just trying to get through the week.

I don't hand this off to someone else on a team. I sit with the actual documents, the actual accounts, and I go through them with you, one at a time. Some things genuinely can't wait, like survivor benefit elections with real deadlines. Others can sit for a few weeks while you get your footing. Knowing which is which is most of the value I bring here.

Brad Blackburn

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what this looks like in practice

The first 90 days, at your pace

You don't have to figure all of this out this week. Some of it can wait. A few things can't, and I'll tell you plainly which is which, so you're not left guessing or carrying that weight alone.

1

Survivor benefits

There's a timeline here, and I check it with you early, gently, so you have full clarity before anything is filed. No guessing, no rushing.

2

Beneficiary forms

These are worth a quiet look together, just to make sure what's on file actually matches what you'd want. It's a simple review, not a project.

3

Account retitling

Different institutions move at different speeds. I keep track of the order so you're never left wondering if something's stuck or waiting on you.

None of this has to happen all at once. It just needs to happen in the right order, with a steady hand watching the details for you.

how this works for you, specifically

Audit, Engineer, Sustain, applied to this moment

01

Audit

A full review of accounts, benefits, and paperwork, so nothing urgent gets missed.

02

Engineer

A plan for the next 90 days and beyond, built around your actual situation.

03

Sustain

Ongoing involvement as things settle and your own plans take shape.

When you're ready

There's no right time to start this conversation. Whenever it is, Brad is glad to have it with you.

Schedule a Confidential Audit Thirty minutes, no obligation.