Sudden Wealth advisor
Turn your windfall into lasting prosperity
What situations lead to sudden wealth?
Most of the population gradually increases their total wealth and assets over many years through a combination of earned income from their careers and investments in retirement accounts, real estate, and other passive income sources.
On the other hand, receiving a large amount of money all at once can create circumstances that people are often unprepared to handle. Statistically, one-third of Americans will spend down the windfall and then live with the regret of losing wealth.
Common Life Events
- Large Inheritance
- Stock-Based Compensation
- Retirement
- Sale of a Business
- Legal Settlement
- Divorce
Common Client Profiles
- Professional Athletes
- Widows
- Artists & Entertainers
- Lottery Winners
Our Sudden Wealth Services
Working with a Certified Financial Planner who is a sudden wealth specialist like myself is the key to bypassing the common pitfalls of managing your money alone. Our team of professionals uses an objective and holistic seven-step process to listen to your goals and objectives, questions, and concerns unique to your financial situation to make the most informed recommendations and help you implement the recommendations provided. Specific sudden wealth services we offer include:
Implementing the financial action plan and monitoring its progress to adjust as needs change over time
Creating a strategy for how to use the money, including recommendations on how to invest the new capital and education on the risks of being an investor.
Tax planning, including proactive forecasting
Collecting quantitative and qualitative information about your situation and objectives to begin formulating a financial plan
Find a sudden wealth financial advisor
Based in Denver, CO, working with clients nationwide and internationally.
Individuals who acquire sudden wealth can gain personalized attention and access to large-scale resources by partnering with the Hadary Team at Moneta Group. As an independent and fee-only firm, we are not swayed by outside shareholders or private equity and do not earn commissions on recommended products.
In other words, we always put our clients’ needs above our interests.
Our Credentials
Both team advisors — Erin Hadary and Jackson Wegner — are Certified Financial Planner ™ Professionals.
In addition to her Certified Financial Planner ™ designation, Erin Hadary is also a Certified Financial Transitionist (CEFT®). This designation marks her as a financial planning specialist trained to help clients navigate through major life events and the financial transitions that accompany them.
We have a comprehensive understanding of how people subjectively experience change and are able to co-create their highest outcomes with them.
Schedule an Appointment
Contact us to learn more about our sudden wealth financial advisor services.
