Navigating Finances After Loss | It’s Lifey x Deborah Cartisser

Deborah Cartisser, a private wealth advisor, shares a meaningful conversation on navigating financial leadership, identity shifts, and decision-making after loss with clarity and compassion.

In this session, she discusses how widows can step into managing finances, build the right advisory team, and make confident decisions during times of transition.

We talk about:
• Becoming the family’s financial leader: How to step into the role of managing family finances, even if this hasn’t been your responsibility before
• Building your advisory team: How to select the right advisors and recognize when misalignments exist
• Identity and decision fatigue: How grief, personal identity shifts, and major financial decisions intersect. Many widows are simultaneously redefining who they are, how they want to live, and what money means to them
• Risk exposure and protection gaps: After losing a spouse, hidden financial risks often emerge—such as outdated estate plans, insufficient liquidity, insurance shortfalls, concentrated investments, or unprepared adult children stepping into roles. Even wealthy widows can feel unexpectedly vulnerable
• Family dynamics and boundary setting: Money can heighten tensions with adult children, extended family, or friends who may have opinions, expectations, or financial requests. Widows need strategies to set boundaries while maintaining healthy relationships, often without a partner to share the emotional load

This conversation is especially helpful for widows, those supporting loved ones, or anyone looking to gain clarity and confidence in financial decision-making after loss.

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About the Platform:
This conversation is part of It’s Lifey, a supportive space for widows to find connection, healing, and real conversations with others who truly understand.

Website: https://itslifey.com
Facebook: https://www.facebook.com/profile.php?id=61573198074373
Instagram:https://www.instagram.com/itslifeyco/

Connect with Deborah:
Linkedin: https://www.linkedin.com/in/deborah-cartisser/

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