Make sure sudden wealth doesn’t suddenly disappear

Make smart decisions – Manage it well - Make it last

You have a once-in-a-lifetime opportunity. You have, in one place, more wealth than you have had
before. Maybe you sold a company, maybe your employer went public, maybe you simply left a career
and are taking with you years’ worth of savings.

Now you must make it last. You may never have this kind of opportunity again. It can be terrifying.
Managing significant wealth to get a lifetime of income is exactly the opposite of what you have done
before and you’re not sure how to do it, leaving you stressed and unsure.

I have been there before.

I had an opportunity like yours early on. I immediately sought guidance from several experts and
others who had either succeeded or failed in this situation. My experience and observations of
others led me to design a process to help people in the same situation. Now I guide people
along the journey to master the skills they need to make their money last as long as they do and
leave a thoughtful legacy aligned to their values.

The first secret is don’t make big mistakes.

And you might be surprised how often the same errors undermine sudden wealth. Each
situation is not entirely unique – the mistakes that dissipate wealth follow predictable patterns. 

Please, contact us and schedule a complementary hour meeting to have an Honest
Conversation® and discover your biggest risks and how to address them.