Financial Planning to Finish Strong
Learn from the Past - Map a Sustainable Path - Pursue a Life Of Meaning
Make Your Wealth Work for You
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.
Retirement Planning Case Studies
Work Optional
Mark and Jennifer don’t have a set date for retirement — not because they can’t retire, but because they’re not sure they ever want to stop working completely...
Retirement
Dan devoted 35 years to his company before deciding it was time to move into the next phase of his life. With their children grown, he and his wife Laura...
Nearing Retirement
After accumulating wealth throughout the years as a biotech executive, Carol began thinking about retirement. She consistently saved and currently...
Partners & Affiliations
United Planners is not affiliated with any entities referenced.
Hypothetical case studies are intended to illustrate products and services available through United Planners and Stewardship Advisory Group. It does not represent the experience of any particular client. The information and any strategies presented are not appropriate for every investor. Individual clients should review their situation with their financial professional.