Christian Amsberry provides financial planning for widows in the Bay Area through a small, concierge-style practice limited to fifty families. His work focuses on helping clients navigate the financial and administrative demands that follow a spouse’s death, bringing accounts, decisions, and professional advisers into one coordinated picture. Amsberry works alongside clients’ CPAs and attorneys, helping carry out estate plans, organize information, and manage calls to banks, government offices, and other institutions.

He helps clients assess what needs attention now, what can wait, and how to approach choices involving accounts, taxes, benefits, Social Security, and a home. The service is designed to provide continuity and personal attention, with Amsberry serving as the direct point of contact. He also offers a free mailed copy of The Widows Resource Book, a practical workbook about organizing financial matters, estates, taxes, and accounts, as well as free resources, a course, reviews, FAQs, and calculators.

With twenty years of experience, Amsberry also connects with CPA and attorney partners while respecting their existing client relationships