How do I feel? So many mixed emotions, and a lot of pressure to get it right. At first, I didn’t have anyone to talk to about it. Working with an advisor has been my best decision yet.
What impact would you like your money to make in your life and in the lives of your loved ones?
When you receive a large sum of money through inheritance or windfall, the emotions can be overwhelming. We will help you create space to evaluate the meaning and purpose of the money. Together, we’ll develop a customized financial plan that makes room for your short and long-term goals.
Money invested in alignment with your goals and values creates lasting meaning.
Stephanie and Mel had been our clients for years before Stephanie’s mother passed away. Stephanie had inherited more than she expected; her mother had been frugal. Her plans went from a safe retirement to an abundance of financial choices, and opportunities. We:
Helped Stephanie and Mel with life planning, including many and ongoing conversations about the importance of money, and the meaning of money, to them both
Investment management, including conversations about what “mom and dad would want me to do”
Asset protection planning, including a trust just in case
Privacy and identity protection planning
Ongoing investment management
Stephanie says, “I feel like I am doing exactly what mom and dad would want me to do.” With the help of her financial advisor, Stephanie and Mel are able to live life on their terms, and still honor the past.