New Found Wealth Clients

New found wealth comes in many forms.  For some, it can come in the form of an incredible new job or career advancement.  For others, it can come in the form of a long awaited retirement, an inheritance,  the sale of a business, the death of a spouse or even an unexpected financial gift.   Whatever the source of the newfound wealth, ELANA FSA is ready to help clients that need our special brand of planning, guidance and ongoing support.

Although new found wealth can be a wonderful event,  the long term implications of not managing the crucial transition into a new lifestyle can be devastating.  We are consistent with our approach to help this special type of client.  We start with the ELANA Elite Level 5+ Planning process so we can lead our clients to the clip_image002_0000 -Life standards that we set in all of our cases.


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