Sudden Wealth Financial Advisors

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Have you recently inherited a sum of money, received an insurance or legal settlement, or maybe won big in the casino?  A lot of emotions can develop from a financial windfall, including uncertainty.

Not sure where to start? One of the most important things to consider is to avoid making impulsive decisions. Furthermore, you might want to look at using the services of a financial professional that could help protect your money and develop strategies to make it last.

Here at White Raven Financial, we pride ourselves in being fiduciaries with both Diane Jochimsen and Brett Lathrup holding the CERTIFIED FINANCIAL PLANNER™ designation.  We are familiar with managing large sums of money and can help you develop a suitable plan based on your long and/or short-term goals.