Financial Planning for Widows - with Daniel Kopp

Описание: Daniel Kopp is a fee-only fiduciary financial planner and founder of Wise Stewardship financial planning, where he helps young widows and widowers, as well as service members organize their financial lives by aligning their money with their deeply held values. He is an Air Force veteran after almost nine years as an officer on active duty.

On the personal front, Daniel is a widower After his wife Sarah passed away in late 2017 while he was still on active duty. Daniel is now married to his wife, Anna, and lives in the Sarasota, Florida area where they love to explore new places and learn new things, try interesting cuisines and serve in their local church.

We talk about:
-Working with money is not about dollar and cents.
-The financial pyramid
-Identifying goals
-Now, Soon and Later buckets

Quotes:

"The thing that I've found over the years working with people is money is not really about dollars and cents. It's about the hopes, the fears, the dreams that we attach to that, the goals, the values that are lived out. And money is just the tool in our modern society that many of these things come to pass."

"I fully believe that any widow can be empowered to learn about these things and do it on their own, but it sometimes it can be a very steep learning curve out there."


Links mentioned:
https://wingsforwidows.org/
https://www.napfa.org/
https://www.xyplanningnetwork.com/
https://financialtherapyassociation.org/
https://www.hhs.k-state.edu/pfp/
https://modernwidowsclub.org/
https://soaringspirits.org/

You can find Daniel at:
Facebook:   / wisestewardshipfp  
Website: https://wisestewardshipfp.com/

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The Brave Widow Community is a place where you can connect with other widows, find hope and healing, and begin to dream again for the future.  Learn more at bravewidow.com.  

Hey guys, I’m Emily Jones

I was widowed at age 37, one month shy of our 20 year wedding anniversary.  Nathan and I have four beautiful children together.  My world was turned completely upside down when I lost him.  With faith, community, and wisdom from others, I’ve been able to find hope, joy, and dream again for the future.  I want to help others do the same, too!


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