Managing Inheritance

Receiving a large inheritance seems like a wonderful opportunity filled with financial life improvements. However, with financial windfall comes great responsibility. If you are unprepared to receive your inheritance, or are struggling with the loss of a loved-one, this can be a confusing time. We can help.

Initial Engagement

4-6 meetings | 3-6 months

Typically, in the first 3 meetings we cover a majority of the important details. Our pricing is based on the complexity of your situation, with a minimum of $2,850 and will not exceed $5,000. Factors that affect pricing include income types, investment types, marital status, blended families, children, and financial literacy.

Starts at: $2,850 paid in 4 to 5 installments

-Includes The Methodology™

-Financial Plan

-Tax readiness

-Estate Planning

-3 follow-up meetings per year.