Managing A Financial Windfall

Susan Bradley, a certified financial planner for nearly two decades, designs and presents programs for those who reap a financial windfall. Since any such gain is relative, she says, this literally happens millions of times each year as people abruptly find themselves facing sudden money.

 

I like to think of my book as an owner’s manual for Sudden Money individuals and families. Like an owner’s manual for a new car, it does not replace the trained mechanic. This book is not a replacement for a personal financial planner. Successfully managing Sudden Money is tough for most people. It is more challenging and complex than recipients anticipate. It is also difficult for many financial advisors to understand how to help new wealth clients. On the surface it all seems so easy: invest the money get a high return and enjoy being richer than you were before you got the money.

If it were truly that easy the success rate would be high and there would not be a need for a specialized financial planning discipline to address the unique experience Sudden Money creates.

Susan K. Bradley
Chapter Sample:

    1. What is Sudden Money?
    2. The Three Phases of the Sudden Money Process
    3. The Decision Free Zone: What it is and How to Handle It
    4. Feeling Your Windfall: The Chute of Emotions
    5. Search for the Right Financial Planner
    6. Goal Setting
    7. The Reality Check

PLUS 15 more including chapters on these Sudden Money events…Inheritance, Divorce, Marriage, Insurance Settlements, Lottery Wins, Athletes and Entertainers.