Why I made this
The grief and the paperwork arrived on the same day
You are trying to catch your breath, and at the same time documents are stacking, calls are unanswered, and people are telling you different things about what comes first. Everyone means well. No one is talking to everyone else.
I made this workbook because the women I sit with kept asking for one plain place to put it all down. So I wrote one, and I want you to have it. No cost, no hook.
You do not have to sort it all today. You just need one place to begin.
What is inside
Four short sections, one plain place for all of it
Checklists, worksheets, and honest notes written for widows in the Bay Area. Start anywhere and go one page at a time. Nothing here assumes you have done this before.
First things
- First two weeks checklist
- Day one to thirty, and thirty to ninety
- Death certificate tracker
- Documents to gather
- Digital life and passwords
Your financial picture
- Will I have enough? Income and expenses
- Social Security, with call prep
- How your taxes change, and the step-up
- The house, and California's Prop 19
- Account inventory, and who to call first
Your team
- Contact cards for your CPA and attorney
- A daily money manager card
- The exact questions to ask each one
- Home and senior care contacts
When you are ready, and worksheets
- Short, honest notes on grief and money
- Beneficiary review, insurance, and Medicare
- A hospital to-go kit and important dates
- Bay Area grief resources
Prefer to Just Call?
If scheduling online feels like too much right now, that’s okay, just call me directly at
If I miss it, I'll call you right back
Hi, I'm Christian.
For more than twenty years I've guided widows though everything from unlocking frozen bank accounts to translating pension-speak into plain English. Every meeting feels life lifting a weight off a friend's shoulders. We take one task at a time- retitling accounts, tracking down benefits, building a steady "paycheck" from investments- so you can breathe and focus on healing.
After two decades of advising at a large firms, I built Concierge Wealth deliberately small, which means every phone call, Zoom, or "Am I doing this right?" text lands directly with me. No layers of staff, no scripted answers- just a real conversation whenever you need it. And I'm not at desk, you'll likely find me on Oregon trail with my wife, Tammi, and our dog, Boss, reminding myself that true wealth is measured in memories as much as in markets.
Hi, I'm Christian.
For more than twenty years I've guided widows through everything from unlocking frozen bank accounts to translating pension-speak into plain English. Every meeting feels life lifting a weight off a friend's shoulders. We take one task at a time- retitling accounts, tracking down benefits, building a steady "paycheck" from investments- so you can breathe and focus on healing.
After two decades of advising at large firms, I built Concierge Wealth deliberately small, which means every phone call, Zoom, or "Am I doing this right?" text lands directly with me. No layers of staff, no scripted answers- just a real conversation whenever you need it. When I'm not at my desk, you'll likely find me on Oregon trail with my wife, Tammi, and our dog, Boss, reminding myself that true wealth is measured in memories as much as in markets.
Rebecca's Experience
When Rebecca's husband passed away, grief wasn't her only burden. Financial anxiety took over as she wondered whether she could retire or even pay next month's bills. Her transformation from overwhelmed widow to empowered investor will show you exactly what's possible when personal guidance meets genuine care.
Rebecca's Experience
When Rebecca's husband passed away, grief wasn't her only burden. Financial anxiety took over as she wondered whether she could retire or event pay next month's bills. Her transformation from overwhelmed widow to empowered investor will show you exactly what's possible when personal guidance meets genuine care.
DISCLAIMER: Rebecca is a current client and has been since 2024. This is a voluntary testimonial, no compensation was provided. Views are personal to Rebecca and may not represent all client experiences. Past results do not guarantee future performance, investing involves risk, including loss of principal
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All investment advisory services are provided through Titleist Asset Management LLC (“TAM”), an SEC registered investment adviser. All securities services provided under the name Concierge Wealth are offered through Titleist Capital LLC. ("TC"), Member FINRA / SIPC. Registration with the SEC does not imply a certain level of skill or expertise. Neither TC nor TAM provides legal or tax advice. Please consult your attorney and/or tax advisor for such services. For more information on TAM’s advisory services please click on the following link https://adviserinfo.sec.gov/firm/summary/323567