2,800 women become widows every day in the U.S.
70 % of women will outlive their spouse.
Half of women 75+ manage finances alone.
You deserve calm, clarity, and a roadmap—without paying a dime.
Downloadable, fill-in-the blank workbook
Loose-Ends Radar Checklist
Financial Inventory & Budget Sheets
Bucket Strategy Diagram
90-Day Action Plan
Bucket Strategy Diagram
Fraud Red-Flag List to avoid
high-pressure sales
Free 15-minute call invitation
for personalized answers
Widows 6 months or 6 years past loss—anyone ready for the next chapter.
Women who feel unsure about paperwork, pensions, or investing solo.
Anyone who wants a simple, jargon-free guide they can pause, rewind, and share..
Nearly 20 years helping families navigate life transitions.
Fee-based fiduciary; plain-English advice first, products last.
Known for patience, empathy, and clear action steps (not lectures).
• Is this really free? Yes! No credit card, no obligation.
• Do I need prior financial knowledge? None at all. Christian keeps it simple.
• Can I share with friends? Absolutely! Send the signup link to any widow who could use support.
201 Spear Street, Suite 1100
San Francisco, CA 94105-6164
© 2025 Concierge Wealth
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