470 Olde Worthington Rd., #200
What happens if you suddenly find yourself on the receiving end of a large sum of money? Whether the money comes from an inheritance or winning the lottery, sudden wealth can stress relationships. If not handled properly, it can also put the recipient in a more difficult situation than before. Although you may understand the short-term emotional side of a windfall, what about the long-term preservation of wealth? Steps that should be taken to help cope with the shift of money include:
We will help you in setting short-, medium-, and long-term goals in order to preserve your financial well-being into the future. It is important to slow down and manage the various aspects of acquiring a large sum of money.
"Wealth consists not in having great possessions, but in having few wants." - Epictus