CERTIFIED FINANCIAL PLANNER® + INVESTMENT ADVISOR
Plan Your Financial Future Without Relying On Google
Financial planning and investment management for Gen X, Millennial, and Gen Z inheritors
LET’S BE REAL
Growing up wealthy doesn’t mean you understand money.
It does mean most people can’t understand your money worries.
Getting an inheritance can be a difficult, confusing, and emotional process.
You need to become a technical expert overnight while you’re navigating a complex web of grief, emotions, and family dynamics after the loss of a loved one.
Make your life easier by working with an advisor to navigate a current or future inheritance.
Not your traditional financial advice
Sunnybranch® is for anyone who doesn’t love the feel of the traditional financial advice industry.
You might want to give all your money away or build a legacy that doesn’t involve a partner or children.
Maybe you’re just tired of men telling you what to do with your money and you want to work with someone who treats you as an equal, not a child.
However you show up, we’ll help you build your plan to manage, grow, and do good with your inheritance.
Does this sound like you?
→ You grew up wealthy but thinking about managing a multi-million dollar portfolio makes you break out in a cold sweat
→ You’re worried about your family falling apart after one or both of your parents die
→ You’re tired of feeling guilty, confused, and isolated because you grew up wealthy
→ Someone you love died and you’re overwhelmed by the estate settlement and inheritance process
→ You’re concerned about our world’s problems and want your wealth to play a role in the solutions
→ You want education about how to manage your inherited wealth, but can’t find the resources you need to get started
YOUR OLD WHITE MAN TRANSLATOR
Hi, I’m Katherine!
As a wealth manager for almost a decade and an inheritor myself, I know this industry doesn’t understand the needs of Gen X, Millennials, and Gen Z. And I know that it ESPECIALLY doesn’t understand the needs of inheritors.
Because of that, I built Sunnybranch to be different: a financial planning and investment advisory firm by and for younger inheritors.
I help current and future inheritors manage ALL parts of their financial lives, not just their investment portfolios.
LET’S WORK TOGETHER
Sunnybranch® does things differently
There is no one-size-fits-all method to go from from “planning for an inheritance” to “navigating an inheritance” to “stewarding and growing inherited wealth.”
As a fiduciary, fee-only financial planner I always put your priorities front and center.
That’s why Sunnybranch® offers a variety of fee structures to meet you where you are in life.
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This flat-fee arrangement for financial planning services is intended for future inheritors who expect to inherit $1 million+ at any point in the future.
My hourly rate is $500/hour, with no minimums or annual requirements.
Our work together will include all the “standard” financial planning questions you may have: planning for retirement, navigating job benefits and negotiating compensation packages, planning for college, tax planning, and investment guidance.
Sunnybranch adds in a layer unique to inheritors, looking at questions like:
How do I talk to my parents about their estate plan?
How to talk to siblings about what will happen when parents die?
What do I do when my parents/grandparents die?
How do I plan for two potential futures (because an inheritance is not a guarantee)?
How do I keep my kids from getting spoiled/entitled?
Investment management is also available as an add-on to these engagements, billed at 1% of assets under management.
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Sunnybranch works with trust beneficiaries on an hourly basis to help you understand your trust and advocate for your rights as a trust beneficiary.
This service is available to beneficiaries of trusts worth $3 million or more.
My hourly rate is $500/hour, with no minimums or annual requirements.
Investment management is also available as an add-on to these engagements, billed at 1% of assets under management.
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For one fee, starting at 1% of assets I manage on your behalf, I will help you through any technical details of your inheritance in addition to the standard investment management and financial planning.
Your questions may include:
How do I make an impact with my wealth?
How can I make sure I don't run out of money?
How can I set my kids up for success without making them entitled?
What freedom does this wealth give me/my family?
Wealth management fees are tiered and start at 1%. Fees will decrease for clients with assets under of management of $3m or more.
In select cases, wealth management services (combined investment advising and financial planning) may also be offered on a flat fee basis, with a minimum fee of $10,000/year.
Resources for inheritors
You can read all the personal finance blogs you want, but they aren’t going to explain how to plan for two different financial futures as a future inheritor.
And figuring out how to align your wealth, values, and lifestyle after you get a multi-million dollar inheritance?
They don’t teach you that in school.
That’s why I spend time creating the resources inheritors ACTUALLY need in my blog, The Leaflet, and my podcast, Heir Necessities.
