How do I know if Given Not Earned is right for me?

Our programs would be helpful if any of these situations describe you…

  • You received a large inheritance...

    Receiving an inheritance at any stage of life is a wonderful gift. But it also comes with unique challenges that are rarely talked about. Did you receive an inheritance that dramatically alters your financial position? Do you wonder what professionals you need to hire? Do you feel lost and overwhelmed by the logistics while you also grieve the loss of a loved one?

  • Death or divorce left you with money...

    Both death and divorce can leave a person in a dramatically different financial position than they have ever been in. Did your spouse handle all the finances? Are you left with assets you have never had to deal with before? Are you trying to figure out what numbers go with what accounts and where all the passwords are while also dealing with the emotions surrounding the loss of a relationship?

  • Any of these situations describe you...

    • a traumatic event occurred and left you with a life-changing amount of money.

    • you won money through lottery or other winnings that you would not otherwise have earned.

    • you come from wealth and your parents or grandparents are distributing their estate before they pass.

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