My wealthiest client died and left me fifty thousand dollars in his will and his adult children are furious and threatening to sue.
More people experience this than they realize.
Unexpected windfalls can complicate professional relationships and trigger questions about our true motivations.
“Where Are You with Financial Services — Financial Advisory & Wealth Management?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.