Inheritances, divorce, sale of a business or property, the lottery are a few ways people can suddenly find themselves responsible for large sums of money. This can be a blessing but as the many stories about people blowing through a windfall show, new circumstances can be difficult to manage. We have a process for helping people set goals, create reasonable expectations, and get this new money managed appropriately for their needs.
Preparing a sound financial plan can help to ensure you will be ready for whatever lies ahead. Uncertainty in the financial markets makes having an advocate for your family’s unique interests essential. Google+