SURPRISE! YOU’RE RICH

Are You Ready to Make the Most of Your Windfall?

1. Your plans for the windfall include…
Living it up ‘til the money’s all gone. You only live once!
Maybe make a major purchase, maybe pay down some debt--you’re not sure yet.
Nothing at the moment. You want to let your new reality sink in before you start spending.

2. Regarding the taxes you’ll likely owe on your windfall…
Taxes? What taxes?
You know you’ll probably have to pay something, but you’re waiting until you file your return to think about it.
You’ve consulted a tax professional and know how much you need to set aside to cover the tax bill.

3. The last time you thought about your financial goals was…
Many moons ago.
You check in every year or so, but it’s been a while since you last gave your financial well being some good thought.
As soon as you realized this windfall could move you closer to some or all of them.

4. You feel working with a financial advisor…
Is a waste of money.
Is intriguing, but you don’t know where to start.
Is a good idea. You either already work with one or this windfall has prompted you to start asking trusted friends and colleagues for referrals.

5. Your overall attitude toward windfalls is:
They are an engraved invitation to go out and buy all the high-ticket items you’ve been pining for.
Unless they’re six figures or more, you may as well spend them and enjoy them because life is short.
Even if they aren’t an astronomical amount, they can help you take big steps toward achieving financial health with a little careful planning.


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