Life After Grief Financial Planning

Overview

Life After Grief Financial Planning is an independent registered investment advisor organized as a limited liability company and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, and it supplements client work with educational seminars and workshops. Its fee model is flexible — combining percentage-of-AUM billing with hourly and fixed-fee engagements — which suits both ongoing advisory relationships and one-off planning projects. Investment approach is conservative and manager-agnostic in structure: the firm favors public funds and mutual funds as the primary vehicle for client exposures rather than direct single-stock bets or heavy ETF trading. Life After Grief Financial Planning does not identify as an ESG-focused allocator and does not operate as a capital allocator to third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices