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SUDDEN MONEY:
Managing a Financial Windfall
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OUR WHITEPAPER:
The Case for a Formal Financial Transition Process
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Catch the wave. Become a financial transition specialist. SMI will show you the way.
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WELCOME MESSAGE FROM SUSAN
We help financial advisors understand the challenges their clients face when financial and life transitions happen. We then empower advisors with professional insight and protocols to guide their clients to make good decisions with positive outcomes.
Our unique ability is to provide Sudden Money Institute Advisors with the necessary knowledge, tools, and process to effectively serve their clients and build leading edge practices.
