About Sudden Money^™

Divorce, retirement, stock option vesting, inheritance – any of these could land Sudden Money™

At some point in our lives, many of us will come into a chunk of money all at once. It could be an inheritance, a divorce, stock option vesting, assumption of responsibility for our retirement funds, even winning the lottery.

Sudden money, in any significant amount, is both a wonderful opportunity and a formidable responsibility and can change your life forever. Sudden Money^™ was developed to ensure that your windfall has the lasting impact you want.

The Chute of Emotions

Sudden Money™ often comes with baggage attached. You may be grieving the loss if a loved one, adjusting to the realities of leaving the work world, feeling uncertain about how to proceed. If so, we can help guide you during a temporary time-out from making major financial decisions.

The Decision-Free Zone

As experts on managing Sudden Money^™, we know how helpful it is to prepare as thoroughly as possible before you make life-changing financial decisions. That’s why it is so important to declare a "Decision-Free Zone" to give yourself the time and space to do your homework and, if necessary, to work through your emotions, before making lasting decisions.

The Bliss List and Reality Check

Picture your perfect world; where would you be and what would you be doing? We help you spend some of the time in your Decision-Free Zone putting these dreams on paper and prioritizing them, not by what they cost, but by what they mean to you. Then, together, we can look at the financial reality and create strategies to realize your dreams.

Sudden Money^™

Based on our experience working with hundreds of people in similar situations and on the principles set forth in her new book, Sudden Money, Susan Bradley and I have created the Sudden Money Program^™, in which special seminars and one-on-one counseling will give you need to build Sudden Money^™ into lifetime financial security.

For more information, or to schedule a confidential, no-obligation meeting, Contact Us today