Before the Inheritance:
A Woman’s Guide to Money, Meaning, and Intention

If you’re expecting to receive an inheritance—and you’re not sure where to begin—this free workbook offers a calm, thoughtful place to start.

Gain clarity about what questions to ask, what information to gather, and how to prepare your mindset with intention, not pressure.

  • 5 key questions to ask before receiving money

  • Space to organize what you know

  • Prompts for family conversations and next steps

  • A values-based framework for stewarding your inheritance

Toffler helps ambitious women go from feeling uncertain about investing to confidently building wealth in alignment with their values. She's an investing and money mindset coach.

I’m Toffler, a financial coach for women navigating transitions with heart and purpose.

I created this guide because inheritance is one of the most emotional money moments we face—and also one of the least talked about. I’ve experienced it myself, both as a recipient and while writing my own will and final wishes.

This guide is for the quiet, in-between moment—before you inherit—when there are questions, emotions, and possibilities all swirling together. You don’t have to figure it all out alone. You deserve thoughtful, values-aligned support as you step into this next chapter.