Financial Transitions Planning

Sometimes a sudden event can be life altering. At other times, you know you may want to make a substantial change in life and need help managing all of the moving parts for that change. As Certified Financial Transitionists®, we are trained to specifically help you manage life transitions—helping you manage the entire change, not just the financial aspects.

Life Transitions can be events that lead to change in life and money. They include:

Peggy Frye is a Certified Financial Transitionist®, certified by the Financial Transitionis®t Institute, a division of the Sudden Money® Institute founded by Susan Bradley. (www.suddenmoney.com) This institute specifically trains financial advisors with process that can help clients who need to make critical decisions when life is changing. In addition to using these techniques with clients, Peggy Frye is also a faculty member for the Financial Transitionist® Institute teaching other advisors how to work with clients in transition.

Discussing money is always complicated, but when you are in a transition, it can be doubly complex. Our processes can help you:

⦁ Determine how you are most productive in meetings and with communications.
⦁ Sort and prioritize everything that needs doing.
⦁ Clarify your purpose and explore various options and opportunities.
⦁ Manage Expectations of yourself and others.
⦁ Form or coordinate with a Brain Trust or team of professionals help you accomplish your goals.
⦁ Run “What If…. Scenarios on various possibilities.
⦁ Plan and move forward.
⦁ Refine you plan and you execute on it.
⦁ Determine if all of your personal documents support the change.

We believe that having a defined process along with a thinking partner can make financial transitions less stressful and more productive.