Despite the certainty of life’s endpoint, many individuals find themselves unprepared for the emotional and financial implications when a loved one suddenly passes away.

Do you have the right people and processes in place?

Join Nicole Romito and guest Delaney Orozco for an insightful dive into the complexities surrounding the sudden death of a loved one, providing knowledge and compassion for those faced with this challenging situation. From establishing a “key person” to assist with the immediate steps to engaging in self-care practices and managing financial protocols, this episode offers support, guidance, and actionable tips for navigating through one of life’s most difficult times.

Nicole and Delaney discuss:

• The importance of identifying a “key person” for immediate and supportive action
• Developing practical checklists for financial and personal affairs
• The significance of self-care and seeking emotional support during the grieving process
• The different roles of importance such as trustees, executors, and powers of attorney
• And more

Resources:

• Why Women Belong in the Wealth Management Industry With Delaney Orozco and Stephanie Nanney (Ep. 15)
• Consumer Financial Protection Bureau: Power of attorney
• Consumer Financial Protection Bureau: Trustee
• When a loved one dies and debt collectors come calling

Connect with Nicole Romito:

• LinkedIn: Nicole Romito
• MyPrivateVista.com
• info@myprivatevista.com
• Call: 312-831-4370

Connect with Delaney Orozco:

• LinkedIn: Delaney Orozco
• MyPrivateVista.com
• info@myprivatevista.com
• Call: 312-831-4370

About Our Guest:

Delaney Orozco, CFP®, began in the financial services industry in 2015 as a service advisor. Throughout her career, she has focused on finding the intersection between the day-to-day processes of the financial world and bigger-picture planning, with the goal of assisting her clients in achieving their private vista. Delaney also has a deep passion for developing guides for her clients, helping them navigate the psychology behind finance and the numbers they see on the page. Her experience as a collegiate athlete has...