Sudden Wealth
Sudden Wealth
Receiving a large amount of money can be exciting but it can also be overwhelming.
We suggest not making important decisions until you’re completely comfortable that it’s the right decision.
Being a good steward of the wealth entrusted you, and honoring the legacy associated with it might be a high priority for you.
You need a Financial Advisor who:
- Listens well and understands your values and vision
- Can digest your complex situation and communicate ideas in an understandable and actionable manner
- Always have the big picture in mind
- Meets with you periodically as needed and provide you with time saving tools to handle administrative detail
- Respects your time and communicates clearly and effectively
- Is conversant with a broad variety of tools and techniques that will have the greatest impact on achieving your goals