ALIGNED RECEIVING
An offering for Beneficiaries of Inherited,
or Sudden, Wealth
After the news of an imminent financial windfall sets in, you may experience a whole range of emotion: from elation, to fear, to numb neutrality.
Like any major life event, this too is a threshold – a before, a distinct after.
It’s normal to slip into fantasies about what this new money can provide. It’s also normal to wish it away, as the anxiety of this new responsibility surfaces in your awareness.
As celebratory as this time can be, it’s also a time when any unhealed, or unprocessed shame within your relationship with money rises to the surface in the hope of resolution, opening an opportunity for potent healing.
Even if you’ve known for years, or prepared for months, the reality of sudden wealth is a significant financial event that disrupts the life you’ve grown comfortable in. Change is always destabilizing, even desired and positive change.
As welcome as this fortune may feel to you, there may be a quieter voice that needs assurance.
This voice may be asking…
“Can I trust myself to steward this wealth well?”
“Can I trust that this wealth won’t disturb my most treasured relationships?”
“Can I enjoy this new abundance while staying grounded in the values I hold dear?”
These are the questions that deserve thoughtful reflection, guidance, and the integration of intentional action.
Because here is a singular truth: Money amplifies what is already present or lying dormant within.
If you have conflicted feelings – about the origin of the wealth itself, about your deservingness to this abundance in an economic reality that leaves too many behind – it will be challenging to partner with your wealth as the co-creative energy that it is.
This is why receiving wealth that is significant to your life deserves integration – integration within you, and how you choose to weave it into the rest of your life.
Yet it’s challenging to weave wealth into your life if there are few people with whom you can honestly share your new experience – especially the more complex layers that hold tension and confusion.
This may create a feeling of loneliness and isolation, rather than the acceptance and belonging you crave. It’s hard to claim ‘hardship’ as the recipient of such privilege. Yet just like any other aspect of our lives, gratitude and joy can be co-present with pain and complexity.
As a Wealth Doula, I hold space for you to do the necessary work of calibrating your inner and outer life with your new financial reality.
The space I hold is a sanctuary; a place where your vision of a wealthy life can emerge without judgment, where your inner process is honored, and where you can cultivate a deep inner trust in how you intentionally steward your wealth.
After your time in this container…
You’ll feel as though your wealth is integrated into your life – your wealth isn’t something you secretly hide from friends, overly justify, or give away unconsciously to avoid being perceived as greedy
You’ll feel grounded and confident in conversation with the financial professionals on your team – lawyers, advisors, accountants – not because you are an expert in all the terminology, but because you aren’t intimidated to participate in the financial conversations that will impact your life.
You’ll define the pillars – the values – that you wish to make conscious financial decisions from, deepening your self-trust to wisely steward your wealth long into the future.
You’ll clarify your vision of a wealthy, plentiful life, grounding it in tangible number form so you can make wise, informed decisions that serve your current dreams and your long-term financial health.
You’ll have refined systems for tending to your wealth to ensure continued mindfulness, simplicity and alignment.
If you would like to work with me, there are 2 paths to choose from which vary in length and breadth.
Together we will decide which timeframe is best suited to your needs, then I will curate your steps through the practical + emotional layers of this work that align best with your stated goals.
A sampling of some themes that our 1:1 sessions could cover:
o Healing Complexities + History w/Money + Wealth (personal, familial, cultural)
o Ritual to Consciously Receive Wealth – opportunity to release + alchemize origin or energetic complexity tied to wealth
o Articulation of Orienting Pillars – to ensure alignment between your VALUES + vision + action
o Define + Align with a Plentiful Life – conscious elevation of lifestyle, grounded in tangible numbers
o Impact of Wealth within Relationships – new dynamics to navigate with children, close friends, extended family
o Stewardship of Wealth – refinement + simplification of systems
o Explore shifts to Earning + Generating Wealth – what, if anything, shifts?
*If you’ve already invested in INTEGRATE your MONEY STORY, $500 will be deducted from your first invoice for the 12 month container.
Does this sound like a supportive way for you to adjust to your new wealth?
If it does, click the button below to fill out a brief questionnaire that will initiate our work.
Once I’ve thoughtfully reviewed what you’ve shared, you’ll receive an email response with a link to schedule a complimentary call.
Our discovery call is an opportunity for both of us to ask more questions, and to make sure that this is the right work at the right time.
If you decide to work with me, I’ll share exactly what happens next to get started. If you decide not to work with me, I’ll happily share other resources to make sure you get the timely support you need.
If you have any additional questions that aren’t answered below, please email me
FAQs
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Absolutely. This work will meet you exactly where you are. I’ve worked with clients who are still adjusting to the wealth they received over a decade before. Time isn’t a factor, it’s all about how integrated the money/wealth is (or isn’t) in your life.
I would be honored to support you in any phase of your journey. -
Though I was trained as a Certified Financial Recovery Counselor, I am not a licensed therapist. I am very clear about the boundary of where my work ends, and where your work with a therapist will need to begin. I often receive referrals from therapists and refer my clients to seek therapy. Each of our roles is distinct yet complimentary.
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I am none of these official titles. Each is a necessary asset for a well-rounded financial team.
Here Is a brief overview of various financial professionals. You can read a more extensive blog post HERE about who you may need or want to hire.
If you need help or are ready to begin planning for retirement, you may want to work with a Certified Financial Planner, a CFP or a Retirement Financial Advisor who specializes in retirement. CFPs often specialize, so inquire about your needs to ensure you have a good fit for the service you are looking for.
If you need investment advice, or oversight, you will want to hire a Fee Only Financial Advisor. Make sure that whoever you hire to advise your investment decisions is a Fiduciary and has your best interests as their focus (not their commission, ask how they are compensated).
If you want someone to manage your investments on your behalf, you will want to hire an Investment Firm* or an Independent Investment Advisor* who is paid 1-2% commission on all of your “assets under management” (AUM). Usually, a firm will offer financial planning and tax advising as a part of their fee.
If you need help filing your taxes, you can hire a Tax Preparer* (not necessarily a CPA) or a Certified Public Accountant* (CPA).
If you need help getting organized with your business income and expenses, you will want to find a Certified Bookkeeper.
If you have a complex tax situation or want strategic tax advice, you may need to hire a Tax Advisor*.
While I cannot (and don’t) advise on tax strategy, retirement, or investments, I do help you prepare for this work, so you walk into an appointment with clarity about your financial situation and confidence, rather than cowering to a professional's perceived authority.
*The best option is to do a search for this term/professional in your local area. Ask other trusted professionals/people for a referral. Interview people before you hire them to ensure you feel supported within the relationship
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Our sessions are held over Zoom which allows us to see one another’s faces and share our screens whenever we spend time on the practical side of our work.
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First, know that I will help you make this decision after hearing your goals and more about your situation. Yet I know how important it is for you to have your own sense of what it is you may need.
There are a few things I want you to consider:
Consider the container that is spacious enough to allow you enough time to shift, change and grow without unnecessary urgency or expectation.
Know that if you sign up for a shorter series of sessions, you can always extend your engagement.
It is my job to ensure we meet, or move you further towards, your stated goals within the timeframe of our engagement, yet your pace deserves respect. Due to the nature of emotional, spiral-ic work, I just ask that you honor the possibility of a continuation if necessary.
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It will depend and can vary greatly over the duration of our work together. The work I ‘assign’ between sessions varies from 30min-a few hours. I will always moderate based on your capacity at any given time. The gift of having my individualized support is that I can distill the most essential tasks if necessary to ensure you get the most out of our work without feeling overwhelmed.
Open communication between us is key - this is not school and you aren’t getting any grades. Advocating for your needs and releasing any expectation of perfection can be its own form of healing!
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I do not offer a sliding scale option for my 1:1 work.
I do, however, offer 2 reduced-fee spots in my THRIVE course each month. THRIVE is a comprehensive personal finance course to help you achieve financial wellbeing and emotional peace. You can learn more HERE.
I also offer 2 reduced-fee spots in my EXPAND course each LIVE round. EXPAND is for service-based business owners ready to expand their income, inner capacity, and impact through their work. You can learn more HERE.
"I don't know how I would have navigated the confusion that surfaced after receiving an inheritance without Megan's support. After my father's death I was thrust into the maze of financial complexity that he had created to protect his wealth. While there was a lot to navigate on a practical level, I became acutely aware that the familiar emotional dynamics between us around money - his judgement and lack of confidence in how I was with money - were still alive in me after his death. With Megan's support, I began showing up to meetings with my father's financial team with confidence, advocating for what I wanted and asking the questions required for my sister and I to take care of our own financial futures.
As an artist who had always struggled financially, I was suddenly in a completely different financial reality. I was surprised by how isolated I felt in not feeling able to share this major life shift with my people. It was such a comfort to be able to speak openly and honestly with Megan about my fears, my concerns, as well as my dreams, without feeling judged or envied as I integrated the many layers of this new reality.
Because of my work with Megan, I've also been able to recalibrate the role that my business plays in my financial life now that financial survival isn't as central. Overall, my financial decisions feel more clear, grounded, and aligned with my values. While I still struggle to reconcile the arbitrariness of this kind of windfall, I am finding new ways to enjoy this abundance with deep gratitude."
- Alie P., Author + Writing Coach
“I reached out to Megan because I felt extreme discomfort, embarrassment, and anxiety after receiving an inheritance from my mother. It was confusing because it wasn’t the first time I had been gifted a significant amount of money.
Megan was amazing to work with. She made me feel safe to open and explore the emotional layers that were beneath the shame. While I still feel waves of anxiety, I am more aware of what lies beneath the fears and feel peaceful about money, and my wealth, more of the time.”
- Daphne P.