Ready to build a better future?

Thank you for your interest in Sunnybranch! I work with inheritors and future inheritors who expect to have more than $1m in assets to manage at some point in the future. I look forward to hearing more about you, your financial goals, and the impact you want to make in the world.

Fill out the contact form or book a FREE 30-min intro call here.

Frequently Asked Questions

  • As a fiduciary, fee-only financial planner I always put your priorities front and center.

    That’s why I offer a variety of fee structures to meet you where you are in life.

    Whichever model is best for you, I’ll be there every step of the way through your inheritance journey, answering questions to help you make informed decisions that fit your lifestyle and your values.

    • Understanding the status and timeline of your inheritance 

    • Education on inheritance structures including irrevocable trusts and beneficiary designations, with a focus on opportunities and limitations 

    • Setting financial goals and identifying pain points 

    • Exploring emotions linked to current or future inheritance 

    • Unpacking the money stories and values linked to family wealth

    • Customized investment portfolios built around your values 

    • Goal setting for sabbaticals and/or retirement 

    • Cash flow and savings planning 

    • Identifying tax planning opportunities 

    • Discussing family wealth with children and heirs

    • Education on estate planning opportunities 

    • Managing risk and insurance needs

    • Understanding how financial markets work and what you own in your portfolio

    • Initiating discussions with your parents, grandparents, and siblings about their estate plans

    • A plan to involve your children or other heirs in family philanthropy

    • Building an individualized plan for meaningful charitable giving

    • Navigating additional inheritances 

    • Planning and communicating your own end-of-life needs 

    • What you need to know about leaving an inheritance to your heirs

    • How to think about and plan for your legacy as a child-free person

  • Yes! I offer hourly and annual flat-fee pricing for current or future inheritors who don't have assets to manage, or aren't ready to make that commitment.

    Schedule a call to learn more!

  • Yes. Sunnybranch is a Registered Investment Advisory firm, which means I am legally required to uphold the fiduciary standard and put my client's best interests first and foremost.

  • Yes! I am a fee-only advisor. This means I NEVER take any sales fees, referral fees, or commissions. The only money I make is the single fee you will pay me as a Sunnybranch client.