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 anytimeWhat 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 Name where you stand. One private sentence: what happened, and what you haven't decided yet.
- 2 Install the moratorium. The 12-month rule: nothing irreversible unless a real deadline forces it.
- 3 Sort reversible from irreversible. Not every decision deserves the same caution.
- 4 Screen who's around you. Who benefits if you move fast, versus if you move well.
- 5 Structure before location. Why "where should I live?" comes after "how do I hold this?"
- 6 Residency is a trigger, not a vibe. How people start a new tax residency by accident.
- 7 Put the rule in writing. A written 12-month rule holds under pressure; one in your head bends.
- 8 Protect the people, not just the money. The costliest year-one mistakes are relational.
- 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.
Know someone else who's just had a windfall: a sale, an inheritance, equity that vested? The first year is lonely, and most people navigate it with no map. Forward them these nine days.
Framework-level education: not personalised financial, tax, or legal advice. We never publish members' names, and we never share your email.
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