A local advisor you can sit across from, not just talk to on a screen
"You're navigating something no one prepares you for. I'm here to help you find your footing."
When you have just lost your spouse, a forty-minute drive is its own obstacle. Being close by matters more than people expect.
The questions do not arrive on a schedule. Something comes in the mail on a Tuesday and you want to hand it to someone who already knows your situation, not explain the whole story again to a call center.
My office is in Sandy. Most of the widows I work with locally are neighbors.
Reach out to MitchI work with widows at the exact intersection where grief and financial complexity meet, helping hold finances steady while you get your footing, where the stakes are too high for a generic approach.
Twenty years as a wealth manager, and the south valley has been home for most of them. The reason this practice looks the way it does goes back further: my dad was six, in his father’s arms when he died, and my grandmother raised seven children on her own afterward.
Watching what she carried is why I would rather be the advisor who is fifteen minutes away and answers the phone than the one with the bigger building downtown.
Find a time to talkWhat working together looks like when we are in the same part of the valley.
A simple path through what feels impossible. We move at your pace.
We start with the urgent: income, bills, benefits, and anything with a deadline. Often that is one meeting and a couple of phone calls.
Then we organize. Bring the folder, the shoebox, or the stack of unopened mail. We sort it into now, soon and later, and you leave with a list that is shorter than you expected.
Then we plan, at whatever pace the year allows. Some widows are ready at month three. Some are ready at month eighteen. Both are normal.
A 72 page financial workbook for widows, built around now, soon, and later. Plain answers about estates, taxes, and accounts, and one place to keep it all together. It isn't free anywhere but here.
Send me a free copyNo cost. Tell us where to send it and it's on the way.
Two resources I built so you can begin without picking up the phone.
A guided financial checklist to help you get all your affairs in order.
Access the FREE list
A guided financial checklist to help you get your affairs in order.
Access the FREE courseFREE 60-minute course
A 5-part guided course taken at your pace, taught by Mitch.
Designed to help you confidently plan your next chapter.
Access the FREE course
A growing community for women navigating finances and life after loss. Join when you're ready.
Visit the communityThe decisions that follow a death are mostly permanent, and they land in the months when a person is least able to weigh them. A guide nearby changes how many of those get made in a hurry.
Faith, family and service are how I was raised. Nearby, in this work, means you can get an answer the same week, not the same quarter.
The office. 9980 S 300 W, Suite 105, Sandy, Utah 84070. It is minutes from Draper, South Jordan, Riverton, Cottonwood Heights and Alpine, with parking at the door and no downtown drive.
What in-person is better for. Video works well for updates and quick questions. In person tends to work better for the first meeting, for anything involving a stack of paperwork, and for the conversations that are more emotional than technical. You decide which is which, meeting by meeting.
The Tuesday problem. Over a first year, most widows hit three or four moments where something unexpected arrives: a letter from an insurer, a call from a family member about money, a tax form nobody warned them about. Fifteen minutes away means those become a short meeting instead of a long email chain.
Who I work with here. Widows in the south valley, plus their adult children when they want them in the room. If you are further out, the Utah page covers how I work with women across the state, and the Salt Lake page covers the valley more broadly.
If your spouse died recently and you are not sure what needs doing first, start with the first 90 days.
Where exactly is the office?
9980 S 300 W, Suite 105, Sandy, Utah 84070, with parking at the door. It is an easy drive from Draper, South Jordan, Riverton and Cottonwood Heights.
Can we meet by video instead?
Yes. Some widows prefer to start from home. We can meet by video and switch to in person any time, or go back and forth.
Do you work with widows outside the south valley?
Yes, across Utah and in other states by video. Locally I am simply easier to reach.
How soon can we meet?
Usually within a week, and sooner if something has a deadline.
What does a first conversation look like?
A real conversation at your pace, with no agenda and no pressure. We look at where you are, sort what needs attention now from what can safely wait, and you decide what happens next.
A real conversation to help you find your footing, at your pace, on your own timeline.
Talk with MitchA private community for widows
A quiet place to be understood, get clear answers, and take the next step at the pace that fits you.
After losing a spouse, the financial side of life doesn't pause. It speeds up. Statements arrive. Accounts need attention. Decisions stack on top of grief, and the people around you don't always know what to ask.
Inside The Legacy Circle, you're alongside other widows who understand what this season feels like, with the steady guidance of Mitch Simkins, a wealth advisor who has spent nearly 20 years working with widows through the most complex financial transitions of their lives.
If you're a widow ready to stop carrying it alone, you're welcome here.
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