Transition Expertise Matters

At the Sudden Money Institute, we make financial transitions less stressful, more productive and frequently enjoyable.

Everyone has experienced the stress of managing a life change. Stress is common even with happy events, such as retirement, but certainly more pronounced during regrettable life events, such as divorce or loss of a spouse. At the Sudden Money Institute, we are Financial Transition Planning Experts.

We help people and the professionals who assist them, understand the behavioral and cognitive challenges that lead to poor decisions. We help them gain new perspectives – often life-changing perspectives – following a proven process for positive change.

Upcoming Events for Professional Advisors

BECOME A CFT! Click calendar below to learn more.
NEXT CORE GROUP STARTS IN JANUARY. To register, view calendar below.

Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
send an email