Our National Network of Advisors includes financial planners, wealth coaches, psychologists, attorneys and philanthropy experts trained in Financial Transitions Planning developed by The Sudden Money® Institute.
Since 2000, The Sudden Money® Institute (SM)I has hosted conferences and developed training programs for financial planners and other professionals interested in serving the unique needs of clients in financial transition.
Please notice to the left links to the Sudden Money book, an organizing workbook under Women, Meaning & Money, tools for Money Shock, and some recent webcasts for legal settlements. Below you will find many ways to find advisors who have been trained in Financial Transitions Planning.
You may look through our full list of Sudden Money® Advisors or use the interactive map below.
Recently, when Marty was asked why he became a financial planner, this was his response. “I watched my father work though my first thirty eight years as a self employed business person and saw how he just didn’t have tools and guidance he needed to truly enjoy his life and his money. I also saw how difficult it was for my mother and father to talk to each other about money. So I told myself I would love to help people protect, prepare and provide for themselves, their families and the things they care about; specifically in dealing with life and money”
