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The 3 Cognitive Traps That Derail Sudden Wealth (And How to Defeat Them)
Receiving a large, unexpected sum of money—whether from an inheritance, a company sale, or even a lottery win—feels like the ultimate...
Aug 45 min read


What's Your Financial Archetype? Understanding Your Money Personality After a Windfall
A financial archetype is a pattern of behavior that reveals your underlying beliefs, habits, and attitudes about money. Understanding your archetype is like having a roadmap to your financial mind, showing you the default paths you take when faced with money decisions. This self-awareness is always valuable, but it becomes essential when you experience a sudden windfall—like an inheritance, a business sale, or a lottery win.A significant influx of cash doesn't change who you
Jul 285 min read


Navigating Sudden Wealth in Kelowna: Why Specialized Advice is Your Compass for Clarity and Confidence
A sudden influx of wealth – perhaps through an inheritance, the sale of a long-held business, or even a lottery win – can feel like both...
Jul 215 min read
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