Paula Harris on Financial/Life Planning for Widows
Paula Harris found herself often helping widows sort out and plan finances after the death of their husband… and thus her business had a focus.
Paula shares a few of the very unfortunate scenarios she has encountered and then discusses the realities of “older” folk who are not as computer literate as they might need to be to access financial information these days.
Curve Ball Life Planning refers to being pre-prepared for the things life throws at you.
Paula also lists the documents that might be needed in the event of a life change… so know where they are. And the documents might change as the years go by.
The gift of preparedness… so important for those left behind.
So many good tips about the importance of preparing now. You thought tomorrow was a gift a decade ago? It’s even more so now. As is purpose.
Agnes - in conversation with Paula Harris
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About the guest: Paula Harris
As WH Cornerstone Investments’ co-founder, Paula Harris is part financial advisor and part dream architect who takes great pride in helping her clients, particularly mid-life widowed women, obtain financial peace of mind while they get back on their feet, rise up and navigate their path forward.
Paula is assisting women in the life planning that goes hand-in-hand with financial planning. She is a Return on Life Advisor™, as well as, a Certified Jack Canfield Methodology Trainer in Jack Canfield’s Success Principles.
Paula is the author of “Rise Up: A Widow’s Journal”, as well as, a co-author of “Life Lessons in Success”. She is also the founder of Rise Up Success Training and has run several Rise Up weekend retreats for women in transition. She also has YouTube channel called Wisdom Wednesday | Paula Harris where she shares her pondering’s, positivity and prayer.
A graduate of Providence College. Paula lives in Massachusetts with her husband & business partner Bill Harris.
Paula and Agnes discuss LastPass Password Manager