Understanding Your Situation
Sudden wealth from a business sale, inheritance, or settlement is complex and can be overwhelming.
We specialize in helping you make sense of it all and build lasting prosperity.
What to Expect in Your Confidential Session
This meeting is about your unique situation and whether our Sudden Wealth Compass fits your needs. We'll cover:
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Your Story & Priorities (15-20 min):
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Share about your sudden wealth event.
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Discuss your immediate concerns and questions.
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Our Specialized Approach (10-15 min):
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How we help clients navigate sudden wealth.
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Our values-based philosophy and transparent fees.
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Overview of our Sudden Wealth Compass.
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Is It a Fit? (10-15 min):
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Your chance to ask us anything.
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We'll discuss if our specialized services align with your needs – no pressure, no obligation.
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Next Steps (If Applicable) (5 min):
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If we agree to move forward, we'll outline how to engage our Sudden Wealth Compass (initial fixed fee: $3,999).
Goal of This Session:
For you to feel understood, see how specialized guidance can help, get your questions answered, and determine if we're the right partner for your journey.