Certified Financial TransitionistTM
Transition expertise matters. It is the primary reason advisors are hired and fired! Financial Transitions Planning is a specialized area of practice. The Sudden Money Institute trains the Certified Financial Transitionist™, the experts in Financial Transitions Management. People facing a major life change seek, appreciate and value professional guidance and a proven process to follow. Advisors who lack the training and transitions tools are at a significant disadvantage.
Are you in the midst of a major life change?
Do you have Transition Fatigue™? Take this quick self-assessment to see how you’re
doing mentally and physically. Get tips from the experts on how to make your transition more comfortable and productive.
- Major Health Crisis
- Sale of Business
- Marriage / Remarriage
- Inheritance or Large Gift
- Death of Spouse
- Windfall / Lottery
- Professional Sports Contract
- Sudden Loss
- Major Career Advancement
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Financial Transition Planning Experts
We make financial transitions less stressful, more productive and successful.
Fact: Many Families Are Not Prepared To Manage A Major Life Change.
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 and each situation may be unique. The Financial Transition Planning Experts from the Sudden Money Institute have the knowledge and experience to help you each step of the way.
Stress is common even with happy events, such as retirement, but certainly more pronounced during regrettable life events, such as divorce or loss of a spouse.
We help people and the professionals who assist them, understand the behavioral and cognitive challenges that lead to poor decisions. We help them gain new perspectives – often life-changing perspectives – following a proven process for positive change.
Learn More About Susan
Women, Meaning & Money®
Help Track The Ripple Effect Of Transition In Your Life With Our Free Workbook
This is a time to minimize and manage the confusion and challenges around change and transition with guidance.
Making good decisions for clients approaching or experiencing life transition is difficult without specific, expert training.
Engage Susan Bradley for a private, one-on-one new perspective orientation on your current financial transition.
Managing a Financial Windfall