This is for anxiously ambitious first-gen wealth builders that want to create financial security while nurturing their wellness. We send multiple emails a week about how to stay inside the wealth building cycle through D.I.V.E.R.S.E. self-care.
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Got a Lump Sum? Create Financial Security
Published about 2 months ago • 2 min read
Dear Reader, At some point in your life, you might receive a lump sum—maybe a severance check, an inheritance, or an insurance payout. And when that moment comes, I want you to be ready. Because the difference between financial stress and financial security is a financial plan. How you use that money can either create long-term financial security or just provide temporary relief. The key? Knowing what stage of financial security you’re in and using the money strategically to move up. I help...
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