Inheritance & Settlement Stewardship
For Women Managing Wealth After Loss
Meet Monica
Quiet yet strong, Monica is in her early 50s and recently received an inheritance after a loved one’s passing. She’s navigating grief while trying to honor a legacy.
What She's Facing
What She's Facing
What She's Facing
- Emotional readiness doesn’t match the financial urgency
- Fear of making the wrong moves
- Overwhelmed with managing this unexpected wealth
What She Wants
What She's Facing
What She's Facing
- Calm, supportive decision-making
- A trusted guide who respects her process
- Stewardship that honors the one she lost
Signature Framework:
📝 Stewardship Plan • 🤍 Grief-Informed Guidance • 📜 Legacy Implementation
Monica says: “I didn’t know where to begin. This process gave me peace and a plan.”
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