Manage Sudden Wealth with Confidence

If you have experienced a financial windfall, protect your new financial position.

A settlement, inheritance, lottery winnings, or other life-altering financial windfalls are often accompanied by challenging transitions, emotional stress, and financial confusion. Times likes these call for careful consideration and objective advice to handle this sudden change in your financial situation.

Susan Veligor, CFP® has the expertise and experience to guide you through these transitional times and help you take charge of the change in order to build a new relationship with your money.

Working together, we'll help you identify your life goals and build a financial plan for achieving them with confidence and security.