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A free 9-day email series

The First 9 Days After a Windfall.

A sale, an inheritance, equity that finally vested, and suddenly everyone wants a decision. The first year is where the expensive, irreversible mistakes get made. Over nine days, one short email a day, this walks you through the sequence: what to handle, in what order, and (just as important) what to deliberately not decide yet.

Updated September 2026

9 days · one email a day · free · unsubscribe anytime

What the nine days cover

One small action each day. By Day 9 you'll have a one-page map of your own first year.

  1. 1 Name where you stand. One private sentence: what happened, and what you haven't decided yet.
  2. 2 Install the moratorium. The 12-month rule: nothing irreversible unless a real deadline forces it.
  3. 3 Sort reversible from irreversible. Not every decision deserves the same caution.
  4. 4 Screen who's around you. Who benefits if you move fast, versus if you move well.
  5. 5 Structure before location. Why "where should I live?" comes after "how do I hold this?"
  6. 6 Residency is a trigger, not a vibe. How people start a new tax residency by accident.
  7. 7 Put the rule in writing. A written 12-month rule holds under pressure; one in your head bends.
  8. 8 Protect the people, not just the money. The costliest year-one mistakes are relational.
  9. 9 Draw your first-year map. One page: what's settled, what's on hold, what's next, who you trust.

Join the next cohort

Rather than a series you start alone, everyone runs it together: the next cohort starts soon, and Day 1 lands that day. Enter your email now to save your place: you'll get a confirmation straight away. It's free, there's no pitch, and you can unsubscribe any time from any email.

Framework-level education: not personalised financial, tax, or legal advice. We never publish members' names, and we never share your email.

No pitch built into it. The nine days are genuinely yours to keep, free. On the tenth day there's one honest note about the full course (for people who want the rest of the year mapped out) and if the free sequence was all you needed, that's a perfectly good outcome.

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