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Sudden Money® Institute - Financial Transitions Planning

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Financial Transitions Planning

Susan Bradley, CFP

 

 

 

 

 




Hear a five minute
introduction to the
Sudden Money
experience with
Susan Bradley.

 

 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.

 

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The Sudden Money Institute does not sell investments or offer long-term financial planning. Sudden Money is a registered trademark of Susan Bradley
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