Inherited Wealth
Your finances are complex: Managing a substantial portfolio with various assets like real estate, investments, and retirement accounts can be overwhelming and challenging, especially if you lack experience in financial management.
Meet Sophie
Meet Sophie who, in her mid-40s, received a life-changing windfall from her mother who passed away. This substantial inheritance has a mix of diverse assets including real estate, stocks, and retirement accounts. Though she has built a successful career as an ER nurse, managing personal finances has never been her interest or forte. For Sophie, this inheritance is more than just money. It brings a spectrum of emotions—gratitude, responsibility, and feeling overwhelmed. She recognizes the need to preserve and manage this wealth responsibly but feels uncertain about navigating the complexities of various assets and tax implications. Seeking guidance, Sophie aims to honor her mother's wishes while shaping a life true to her dreams.
She understands that to secure this legacy and ensure its longevity, she needs the expertise of a financial planner who can navigate the intricate landscape of investments, tax implications, and effective wealth preservation strategies. What began as a responsibility evolved into a cornerstone for Sophie—a secure future honoring her mother's legacy through thoughtful financial planning.
Pain Points
Multiple Goals: You’re juggling priorities like retirement planning, buying a home, paying off loans, growing your family, starting a business, or supporting your kids.
Complex Finances: Managing real estate, investments, and retirement accounts can feel overwhelming without experience.
Emotional Decisions: Inheriting wealth after losing a loved one can add emotional strain and make financial choices harder.
Inheritance Planning: You need a clear strategy to align your inheritance with future goals and navigate taxes.
Values
Confidence and clarity. You want to feel secure that your retirement plan can withstand taxes, market shifts, and unexpected health expenses.
Transparency. No sales pitches or hidden fees—just clear, objective advice.
A partner who listens. Someone who takes the time to understand your priorities, like gifting to family or charitable causes.
Holistic and comprehensive advice. You want more than investment management—you want a plan that connects everything: tax strategies, estate planning, healthcare, RMDs, and legacy planning.
