A brief description of your business:
After Loss Advisors helps to shoulder the daunting tasks associated with preparing your legacy, or navigating the death of someone close to you.
How did you get into this business?
After the death of my father in 2018, I knew there had to be a better way to handle the endless list of tasks that exist when managing someone's estate. My family was fortunate enough to have professional support from our attorney, CPA, and financial advisor, yet there was still so much that fell on us to complete while we were also grieving. I set out to provide a solution to this missing gap in our system by founding After Loss Advisors.
Can you tell about a success story you have had with your business?
In helping a recent client to organize their legacy and estate, we were creating a directory of important documents and personal property. In doing so, we had discussed their ownership of multiple real estate properties and investments. They believed they had put all of these items into trusts, but in organizing the deeds, we learned that they had not yet done so and were able to immediately contact their attorney to remedy the situation. Had we not found this error, it could've cost the family countless time, energy, and financial resources.
What is your favorite thing about Colorado?
I was born and raised in Steamboat Springs, and love that we get to truly experience all the seasons in the metro area and other parts of Colorado. I also love everything that the Colorado mountains have to offer, especially mountain activities like hiking and snowboarding.
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