You know what to do when a client sells their company, inherits a large estate, or receives a settlement.

But what about the other reality, the one that’s harder to quantify?What about when a family receives sudden wealth while still grieving a parent?
What about the first-generation entrepreneur who just cashed out, but feels overwhelmed, disoriented, or disconnected from their roots?
What about the spouse who received a significant settlement and is quietly navigating both empowerment and loss?

For many of us experiencing cross-class growth, we’ve had to navigate new experiences and relationships that we may be the first in our families to experience. Perhaps you’re the first in your family to create significant wealth that you’ll be transferring to future generations. The question now isn’t just how to manage that wealth, it’s how to build a legacy.

Recently, I hosted a webinar with Ayana Johnson esq. of Johnson Legal in which we discussed the basics of estate planning including the definitions of estate planning concepts and documents as well as how emotions and relationships are part of the legacy planning process.

Growing up low-income can have various effects on a person. Cross-class growth can shape the way we view ourselves, others, and our relationships with money and can significantly show up in our financial behaviors.