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
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