Coming Into Money Suddenly
Why This Matters
Windfalls evaporate through speed; the only defense is enforced slowness.
First Moves
Six-month no-big-decisions rule
Tax reserve parked immediately
Fee-only advisor (not commission)
Debts listed but not rushed
Requests policy decided once
Gotchas & Consequences
Lottery winners and athletes go broke through generosity creep — script your “no” early.
The advisor who found YOU is usually selling something.
LC-042Everyday ChecklistsPage 1 of 1