If you or someone you know is experiencing any of these
issues, would like more information about our services,
or would like to schedule an appointment, please call 510.868.4770
or email
If you wish to share this information with a loved one
you can: Share the Wealth!
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Newfound Wealth
If so many people dream of receiving a windfall, why then
does the dream often take on nightmarish qualities when it
happens in real life? Newfound wealth is perceived
as the key to solving problems, yet it actually presents
an array of issues and concerns including:
- “Money shock,” which threatens established
identity
- Guilt or unease over the windfall
- Pressure from family,
friends, charitable organizations, and others to share
the wealth
- Worry about coping with money, both for yourself
and for your children
- Difficulty making decisions in this
new circumstance
- Lack of sufficient knowledge of how to
manage money
- Difficulty finding friends of similar means
or difficulty trusting new relationships
Just as family attitudes toward money and wealth shape the
lives of those who were born into great fortune, so does
the familial history of those who experience a windfall. The
first and most important investment you can make for yourself
and for your family is to take the time to adjust emotionally
to your new circumstances. Wealth Generation Institute provides
a safe and confidential environment to help you organize
your emotional assets as you begin to manage your new financial
ones. |
