August 12, 2022 - By: Brandon Jenkins

You just received a substantial inheritance—what do you do with it?

Some of you might know exactly what you would do. Others might not be so sure.

The answer is…

It depends.

It depends on your overall financial strategy and core principles around life and finance. Only by knowing those will you be confident in what to do with that inheritance or any other income. There was a time in my life when I was the one with no clue. I didn’t have a strategy. I was in a position where an inheritance would have caused some anxiety.

First, I got clear on my core values. Then, I adapted a financial strategy based on core principles. Now I know what to do that will work for me.

What would you do with that inheritance?

Do you have a financial strategy?

Do you have someone on your team helping you with these concepts? If not, please reach out to us at