While people come into money for many reasons — as an inheritance or gift, through lottery or gambling winnings, by selling a property or business, via equity compensation or a company IPO, or another way — the next steps after receiving a windfall can be puzzling.
To make this puzzle easier, we created an e-learning module titled “Sudden Money and Windfalls.” This module includes a six-step process you can follow to make the most of your new wealth along with a fillable checklist. Think of it as the picture on the puzzle box to guide your windfall journey — and see what it’s all about with free on-demand access to the entire “Sudden Money and Windfalls” module!
“Sudden Money and Windfalls” Module: What You Can Expect
The full module, available to you through your comprehensive services package, is a great place to go if you’ve found yourself in a sudden money situation — after you’ve reached out to your FPFoCo team, of course!
It’s also available to the public, so if you have a friend or colleague who has been saving a windfall and is unsure what to do with it, just received a sum of sudden money, or will be receiving funds soon, pass this module along and help them better understand their next steps.
If you like to build your own financial planning skills, get access to the support and tools you need to succeed in addition to the expertise you receive through working with us by logging into the FPFoCo Academy. Or share the free preview so your friends, family, or colleagues can see if the comprehensive services package you enjoy is right for them, too. Just send them the link for this blog or copy the link in the button below!
FPFoCo Academy
With 35 other personal finance modules already available in the FPFoCo Academy, there’s no better time to log in and get started or see what’s new! Get access to educational materials you can use to better your financial life. And it’s not just static content! Each month, we release new modules or refresh our most valuable modules, which are filled with articles, calculators, quizzes, worksheets, videos, and more to keep you engaged with and excited to improve your finances.
If you’d like to know more about what we do for you behind the scenes, the FPFoCo Academy is a part of your client experience that you just can’t miss. And it’s already included in your comprehensive services package! If you haven’t logged in yet, reach out to us for your login and password — and enhance your finance know-how today!
Not a client yet? See if our ensemble approach is right for you. Head to our services page to learn more about what we do for our clients.