Planning Guide

Planning Memo: First 90 Days After a Liquidity Event

February 23, 2026 • 5 min read

Best for: Individuals and families after a major cash event

The first quarter after a liquidity event can shape long-term outcomes. A reserve policy, coordinated tax plan, and phased investment timeline can help you keep flexibility while larger strategic decisions come into focus.

What you can do now

Create a 90-day decision calendar before making long-term allocation changes.

Want to talk through how this applies to you?

We can help you connect these ideas to your goals, timeline, and next financial decisions.