I need to figure out what to do with a large amount of money I’m going to receive…

Whether you’ve received an inheritance, sold a property, or had your company go public – coming into a large amount of money brings the unique financial stress associated with abundance. You may worry about taxes or making good long-term choices with the funds. We take the time to get to know you, your values, and your situation before giving advice. This means that the advice we do give is not only accurate, but expertly tailored to you and your particular financial situation. We help clarify many factors, including how much money you should save, if you should pay down debt, the potential tax issues to discuss with your tax advisor, evaluating increased lifestyle expenses, how much to invest for the long-term, and and setting up ways to give money to the individuals and causes you care about. When you decide to invest, we help you choose an investment strategy, evaluate your tolerance for risk, and decide how to allocate the money across the various types of investments available to you. We help turn the stress of coming into money into something fun, exciting, and totally manageable.