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Financial Transitions Planning

Susan Bradley, CFP

 

 

 

 

 




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A sudden change in your financial situation - can be a life-altering event. 

Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance.

Other types of events many come out of the blue - like winning the lottery, divorce or the death of a spouse.

These life transition events vary widely, some joyous and others deeply regrettable.

Whatever the reason for the event, you are faced with a major change in your life.

Successfully managing financial transitions is more challenging and complex than you may realize. It's not just a matter of managing the financial situation - It's managing the change.

At the Sudden Money® Institute, we help individuals and financial advisors to focus on the integration of the personal experience with the facts and figures.

Are you looking for a trained Sudden Money® Advisor? Go HERE 

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