Learn from the Past - Map a Sustainable Path - Pursue a Life Of Meaning
An illuminated path toward your goals using cutting edge technology to map out and stress test your plan
Multi-year strategic planning to minimize taxes over the course of your lifetime
Investment advice tailored to your goals, risk tolerance, time horizon and values
Investment advisory services to 401(k), Cashflow Planning, Profit Sharing and Defined Benefit retirement plans
Outline your wishes regarding your health, finances, and more
Support and planning as you prepare for your children and grandchildren's education
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 hadbefore. Maybe you sold a company, maybe your employer went public, maybe you simply left a careerand 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 donebefore 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 andothers who had either succeeded or failed in this situation. My experience and observations ofothers led me to design a process to help people in the same situation. Now I guide peoplealong the journey to master the skills they need to make their money last as long as they do andleave 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. Eachsituation is not entirely unique – the mistakes that dissipate wealth follow predictable patterns. Icall them The 7 Deadly Sins.
Download your free checklist, The 7 Deadly Sins of Sudden Wealth, and learn some of the bigmistakes to avoid.
Then, contact us and schedule a complementary hour meeting to have an HonestConversation® and discover your biggest risks and how to address them.