How to Manage an Unplanned Inheritance
The Opportunity
Sarah has suddenly received an unexpected inheritance of $2 million from her deceased aunt. Feeling inexperienced and uncomfortable with managing finances of this size, she’s seeking guidance. Her goal is to invest the money wisely to grow over time, stop working, live comfortably, and leave a legacy for her children and grandchildren.
The Solution
Through discussions with the Brickley team, we built a flexible, multi-year strategy that aligns with Sarah’s short-term and long-term goals.
- Developed a comprehensive financial plan that allowed Sarah to stop working and start volunteering more.
- Built a spending plan that considered Sarah’s expenses and existing debt.
- Invested her inheritance in a diversified portfolio designed for long-term growth.
- Assisted Sarah with her estate planning discussions.
Services Focus
- Financial Planning
- Investment Management
- Trust & Estate Planning
Disclaimer
We encourage our clients to provide testimonials on their experience with our firm in their own words. We appreciate their testimonial however we do not compensate them in any manner. We are sharing the positive experiences the clients have shared with us on this website. To help protect the clients identity we are not providing their full names.
How to Manage an Unplanned Inheritance
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Elementum, id diam volutpat senectus convallis sed blandit. Amet gravida dolor, natoque consequat feugiat. Scelerisque sollicitudin lorem ultrices urna odio amet, accumsan, proin. Risus vitae nunc amet turpis.
