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.
  • Retirement
  • Separation/Divorce
  • 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

Why Is Transition Planning Important?
Successfully managing financial transitions is more challenging than you realize.

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 very sad.
No matter the reason or the event, you now face a major change in your life

What Is Financial Transition Planning?

Transition Planning

Learn How SMI Can Help With Transition Planning
When the right perspective is established, then and only then, can decisions be made with confidence and a commitment to positive action.

Resources

Learn About SMI Resources
Join the Sudden Money Institute in our workshops designed to inspire those in transition to embrace life’s new direction.

Find A SMI Advisor

Find A SMI Advisor Today
Find trained experts in the art and science of transition who guide their clients through turbulent and transformative times.

Find An Advisor

Don’t risk making important emotional decisions in the midst of a transition. Seek guidance from a transition planning expert.

Start Here

SMI Programs

When Life Changes Money Changes. When Money Changes Life Changes. Learn how our experts can help.

Read More

Wealth Orientation

Engage Susan Bradley for a private, one-on-one new perspective orientation on your current financial transition.

Read More

Read Our Book

SUDDEN MONEY Managing a Financial Windfall

Read More