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.
SMI Programs
Learn About SMI Programs
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
SUDDEN MONEY
Managing a Financial Windfall