If you have recently inherited wealth, you may be feeling overwhelmed with many emotions. We have found that many financial professionals only focus on the money. Though that is important, we will begin by talking about how you are feeling and what you would like to accomplish. One piece of immediate advice we share with our clients is: don’t rush into any decision. Take a deep breath and realize this wealth was left to you for a reason.
An inheritance can be a tremendous opportunity to plan your financial future, and it requires planning and patience. We can assist in helping you cultivate a plan for your financial goals.
Fortunately, the process that we have created can also be applied to wealth that you may have inherited.
We will start by focusing on the foundation you have already set up in previous steps: your family, occupation, and recreation. If no further assessment is needed, we can begin the process of helping you establish a financial plan for your inheritance.
The process we have created is tailored to women going through a life transition and has three stages to guide which decisions need to be made quickly and which can wait:
After completing the process, we hope that you may have a clear financial plan in place and a sense of financial independence.