Beginner's Guide to Smart Inheritance Decisions

It’s a burden most think they'd welcome, but inheritances are stressful.

You may feel overwhelmed, vulnerable, and scared. You probably feel the pressure of needing to make the right decision.

This course gives you practical guidance to confidently make good decisions.

I'll walk you through your DIY financial plan and show you how to evaluate your investments.

You may or may not become a DIY investor, but you’ll know you could if you wanted.

Benefits

Improved Confidence

• Speak up when something seems wrong

• Manage risk by asking good questions

Increased Engagement

• Know the right words to use

• Take action and be in control

Enhanced Clarity

• Focus on what’s important to you

• Make decisions in line with your values

What You Get:

• The knowledge to understand what you need to do

• The comfort that your finances are organized

Who You Are:

• You are independently minded

• You seek continuous education and self-improvement

Helpful if you are:

• Managing a lump sum of money

• Going through a change

• Working through retirement scenarios

Helpful if you want to:

• Budget for a new phase

• Get out of debt

• Prioritize your goals

Helpful if you need:

• A professional process to follow

• An understanding of the lingo

• To focus

Benefit from this decision-making process that has worked for so many in your situation so that by the end of this course you’ll know with certainty the next steps you need to take with your inheritance.