VIDEO: Navigating Financial Planning through Vulnerable Times

by Dan Dorval & Leah Woodly

In this week's video, Dan and Leah dive into the complexities of making financial decisions during life's vulnerable moments. They share the story of a recent widow suddenly faced with an overwhelming number of choices, all while receiving advice from multiple people, each with different viewpoints. Feeling lost and unsure who to trust, she needed guidance to find her footing.

Through this real-life case study, Dan and Leah outline steps to gain clarity, find trustworthy advice, and make informed financial decisions—even during emotional times. Watch the video to see how she navigated her path forward and gained confidence in her financial choices.

This material is intended for educational purposes only. You should always consult a financial, tax, or legal professional familiar with your unique circumstances before making any financial decisions. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns. Past performance does not guarantee future performance. Future returns may be lower or higher. Investments involve risk. Investment values will fluctuate with market conditions, and security positions, when sold, may be worth less or more than their original cost. Dorval & Chorne Financial Advisors is a registered investment adviser with the SEC. Registration of an investment adviser does not imply a certain level of skill or training.