Transform Your Grief into a Life of Purpose and Joy
The intersection of grief and inherited money is complicated,
expanding possibilities, impacting decision-making and tearing families apart.
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ARE YOU IN THE RIGHT PLACE?
You are carrying more than anyone knows.
The heartbreaking grief. The financial decisions of inherited wealth that are personal. The weight of it all on your shoulders.
There is no right way to do this. And you were never meant to figure it out alone.
This is a place where every experience is welcome. And where someone who understands every part of what you are carrying because she's lived it will walk beside you.
As a widow, Alison Pena has walked this path. She knows what it feels like to lose everything and face a world she was not prepared for. Through the loss of her husband when her life fell apart, she knows that world intimately from inside. Through the loss of her father, a well-known wealth advisor whose life's work shaped her understanding of money, legacy and the families left behind to carry on.
She built a way through that holds both your grief and your future at the same time.
WORK WITH ME
Grief is disorienting and heartbreaking. Every person's experience as they move through the seasons of their grief is different. Be held where you are in the Before, During and After moments and guided through them with compassion and clarity.
Inheriting wealth can transform lives. It can also tear apart families and open old wounds. Without mindful preparation, inherited money can paralyze critical decision-making and action-taking in a critical moment. With it, processing grief and managing inherited wealth together become easier.
PROBLEM: BEING LONELY
People you counted on disappeared.
Grief can be lonely. You may not have energy for people and those uncomfortable with your grief or their own mortality might leave. Inheriting money complicates everything. How will you cope?
PROBLEM: HOLDING BOUNDARIES
People give you unsolicited advice.
Boundary jumping is a common issue. Family and friends insist you 'must' take a specific action, thinking they know best, trying to help you in their own way. How will you get clear on your desires and hold your ground?
PROBLEM: LOST YOUR PURPOSE
Loss breaks our trust in ourselves.
For most people, our identity is connected to who we are in relationships, at work, our health or age, our finances and our legacy or purpose, what we are here
to do. Who are you now?
WHAT CLIENTS AND READERS SAY
"Ms. Pena confronts the most terrible loss with her whole being. She embraces reality and fully acknowledges the catastrophe of David’s death. She learns how to mourn, how to grow, never to “move on,” and yet to continue living a life of meaning.
As a rabbi, I can say that I’ve never seen anyone straddle the poles of engaging in the present, looking to the future, and cherishing the past. Not only does she (mostly) succeed in being in those three places at once, but she is able to guide us clearly and compassionately in our own journeys."
Yosi G.
Rabbi
"Her insights and guidance have been instrumental in, not just coping, but thriving through personal, social and business challenges.
Personally, I have grown from a “private person”, developing fresh relationships with family and friends to a degree I did not think possible as well as creating a vibrant professional network. Her support has also provided the context to effectively manage my personal finances and self-care during this particularly stressful time. I found her wisdom and on-going support invaluable."
George B.
Bank Operations
"I first met you on a sidewalk in NYC and found myself wondering, “What’s she got going on? I want some of that in my life!” The next time I saw you was on stage – a presentation that made me cry because it resonated so deeply!
Our work together changed my life. I mean that, sincerely. Because of your commitment to sharing your knowledge and showing up, I have personally seen a transformation in how I care for myself, connect to others, and set (and ACHIEVE) insanely amazing goals that I never dreamed possible."
Marina D.
Healthcare IT
"Reading Alison Pena’s no-holds-barred description of the process of grieving/grief was a breath of fresh air. Although I have not lost my spouse, I identified with so much of her experience – especially around the expectations of others about how I should handle devastating events.
The book is an extraordinary and honest guide through the human experience of grieving. Beautifully designed with helpful prompts and questions, it welcomes the reader to set their own path through their own experience. A must read."
Claire M.
Retired Editor
Alison BW Pena LLC 55 West 116 Street New York NY 10026