How We Partner With You

Our Process & Pricing

Confidence in your financial future starts here. Create a life well lived by building a plan for your current or future inheritance.

Growing Up Wealthy Doesn’t Mean You Understand Money.

It Does Mean Most People Can’t Understand Your Money Worries:

  • You grew up wealthy but thinking about managing a multi-million dollar portfolio makes you break out in a cold sweat.

  • You’re tired of planning your financial future by asking Google what to do and you're ready for expert guidance. 

  • You’re worried about your family falling apart after one or both of your parent’s die.

  • Someone you love died and you’re overwhelmed by the estate settlement and inheritance process. 

  • You’re tired of feeling guilty, confused, and isolated because you grew up wealthy.

  • You’re concerned about our world’s problems and you want your wealth to play a role in the solutions.

You Can Live Authentically as an Inheritor, Whatever That Means to You.

Understand your money

Don’t believe your inner voice that says you can’t do this. With the right partner, you have all the skills you need to gain a deep understanding of money, investing, and your financial future.

Decide where wealth will take you

Inheriting at a young age gives you incredible freedom and privilege. Decide where you want your inheritance to take you over the next 5, 15, or 30 years. You’re in the driver’s seat.

Find joy in generosity

Don’t listen to wealthy people who want you to wall yourself off from generosity and community because of your net worth. Explore ways to give back that fit your values and expand your world.

Hi, I’m Katherine!

I help current and future inheritors manage their financial lives.

ALL parts of their financial lives, not just their investment portfolios.

I’ve been working in wealth management for almost a decade and I’m 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.

I built Sunnybranch to be different: a financial planning and investment advisory firm by and for younger inheritors.

Want my credentials?

  • CERTIFIED FINANCIAL PLANNER®

  • Chartered Advisor in Philanthropy®

  • 21/64 Certified Advisor

Our Work Together is Built on Your Timeline, Needs, and Goals

  • Step 1: Discovery Call

    Let's get to know each other! You'll have the chance to ask all the questions on your mind. And I'll ask the questions I need to get to know you, your situation, and your financial needs and questions.

  • Step 2: Build Your Plan

    We schedule a proposal review call to recap the problems you're struggling with and outline how Sunnybranch can help you reach your financial and life goals.

  • Step 3: Dive In To Details

    Our work starts by solving the financial questions keeping you up at night. We kick things off with a deep dive into every aspect of your financial life, so you can start taking charge of where things are going.

  • Step 4: Envision, Adapt, and Grow

    Just like life, your financial picture is constantly changing. Whether you're a future inheritor navigating family dynamics or a current inheritor looking to build your wealth for the future, I'm with you through all of life's twists and turns.

Sunnybranch Fees

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.

  • This flat-fee arrangement for financial planning services is intended for future inheritors, trust beneficiaries, and those currently going through the estate settlement process.

    Together, we will build a custom engagement to meet your needs and give you confidence in your financial future.

    These flexible engagements are billed hourly at $500/hour and can include any inheritance, trust, financial planning or investing questions you have.

    Sunnybranch adds in a layer unique to inheritors, looking at questions like:

    • How do I talk to my parents about their estate plan?

    • Talking 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?

    For inheritors currently in an estate settlement, our process will include coordinating with other professionals to ensure you know exactly what is happening with your inheritance and the timelines involved.

    My goal is to take all of the financial questions off of your plate, so you can focus on grief, other non-financial logistics, and living your life.

    Questions covered might include:

    • What is the timeline for an estate settlement?

    • What is the structure and interplay of wills, trusts, and other entities?

    • What are the tax impacts of my inheritance?

    • How do I coordinate estate settlement and distributions with an estate attorney, CPA, and other beneficiaries?

    • What should my first steps be after I get my inheritance money?

    Investment management is also available as an add-on to these engagements, billed at 1% of assets under management.

  • For one flat fee, starting at 1% of assets I manage on your behalf, I offer wealth management services, investment advising and financial planning to help you navigate life as an inheritor and align your new wealth with your vision for the future.

    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.

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.