What To Do With Instant Wealth?

Call a Sonoma Wealth Management Expert!

Congrats, you're a millionaire! So what happens next? Winning, inheriting, or being given a large amount of money can be a wonderful experience as you suddenly find yourself presented with new opportunities and the financial resources to live the life of your dreams. However, it may surprise you to learn that many people who receive a windfall find themselves financially destitute soon after, chiefly due to the mismanagement of funds.

We Can Protect Your Fortune

Because of this dangerous trend of the newly rich folks becoming overnight spendthrifts, it is of the utmost importance that you enlist the services of a Sonoma wealth management professional to help you arrange your finances. At Meyers Financial, we can show you how to design a plan that will not only preserve your newfound wealth, but allow for ample future growth and prolonged security.

There are three very important phases you must complete in order to help achieve a great financial plan:

  • Phase one: Preparation and planning.
  • Phase two: Making your money work by investing.
  • Phase three: Monitoring your annual progress and goals, sharing with your family and community.

Meyers Financial is ready to help you complete these three phases to prepare for long-term financial success. Contact us today to find out more about how we can help.

Contact a Team You Can Trust

At Meyers Financial, we have over 30 years of experience with helping clients to safeguard and nurture their wealth. We are a boutique Sonoma wealth management firm that can give you the personalized attention that you deserve. Founder Lillian Meyers is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Divorce Financial Analyst™, a Registered Investment Advisor, and more. We follow a proven process to protect your wealth, and supply you with the tools and information you need to keep your money working for you.

Call (707) 931-4173 today to get help from Meyers Financial!

Contact Meyers Financial Today

We Can Help You Bring Life To Your Financial Future