Pittsburgh, PA - Fragasso Financial Advisors, a Pittsburgh-based wealth management firm, has released a new downloadable guide designed to help women take control of their financial future in the wake of major life transitions. The Financial Planning Survivor’s Guide for Women offers accessible, practical information to help women navigate the financial complexities that can follow the loss of a spouse or partner through death or divorce.
This helpful guide aims to support women during some of life’s most challenging moments. It was developed to address a persistent gap in financial preparedness and confidence among women who suddenly find themselves solely responsible for long-term financial decisions, often without prior experience managing household finances.
According to national research, nearly 80% of women will become solely responsible for financial decisions at some point in their lives - yet many report feeling unprepared when the time comes. Fragasso’s guide responds directly to this issue by breaking down essential topics into a straightforward format. Rather than overwhelming readers with jargon or complex investment theory, the guide walks them through real-life financial needs in an easy-to-understand and actionable way.
The Financial Planning Survivor’s Guide for Women focuses on four key areas:
- assessing current finances,
- understanding available resources,
- building a long-term financial plan, and
- avoiding common missteps.
Readers are encouraged to begin with an overview of their current financial situation - listing income, expenses, debts, and assets - before moving into critical planning considerations like estate documentation, insurance coverage, retirement savings, and tax strategies.
Also included are checklists and step-by-step guidance that help women identify financial professionals they may need to consult, such as estate attorneys, tax advisors, and financial planners. Fragasso’s goal is not only to help users of the guide gain a clearer understanding of their financial picture, but also to provide a pathway toward financial empowerment through education and support.
The launch of the Survivor’s Guide reflects Fragasso’s ongoing commitment as financial advisors for women by providing meaningful resources to foster independence and long-term security. For many women, the sudden shift to financial decision-maker can be daunting, especially when compounded by grief or stress. This guide helps simplify the process and brings structure to a situation that can otherwise feel overwhelming.
Fragasso Financial Advisors has long been known for its client-first approach to wealth management. The firm acts as a fiduciary for its clients, offering unbiased, goal-driven financial planning and investment management. The Financial Planning Survivor’s Guide for Women is the latest example of the firm’s broader mission to educate and empower individuals to make informed financial decisions with confidence.
To download the complimentary guide or learn more about Fragasso Financial Advisors, visit www.fragassoadvisors.com/survivors_guide.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an exceptional client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/