Who We Serve


Support. To move from grief to grace.

Losing a spouse is one of life’s most difficult and challenging experiences. The grief alone can be too much to bear. On top of this, you find yourself bombarded with complex financial and legal decisions to make, such as handling your spouse’s life insurance or estate settlement issues.  You can’t prepare yourself for what to do when a spouse dies, so we will be there to support you every step along the way.

Genuine care

Our team helps you thoughtfully address these financial and legal complexities with strong technical specialization and genuine care. We make sure both the big picture and the details are being considered. It is important to us to educate you during the process so that you are aware and informed. We cherish our role in partnering with you to help you move from grief to grace.

  • The first thing we do is we listen and we care. We partner with you to understand you and your family and your current financial situation. Only then can we give you the best advice. You want to know if you are going to be okay. We help you answer these questions by mapping out your financial future.
  • We help walk you through the estate settlement process and understand what needs to be addressed and when. We work together with you and your attorney and are privileged to have a unique vantage point to address the investment, tax, and legal complexities that often times arise and need careful attention and analysis.
  • We are by your side every step of the way from ensuring you are maximizing your social security benefits, claiming your spouse’s life insurance, appropriately addressing 401(k)’s and IRA’s, to making sure you have clarity and peace of mind with your finances going forward.

Contact: Dave Deschamps

Your BDF Expert Team

“Dealing with the death of a spouse is uncharted territory. We guide clients as they make complex decisions, and provide them peace of mind as they plan for the future.”
Dave Deschamps CFP® Partner & Director of Client Experience