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Susan Bradley, CFP® is a recognized thought-leader and author in financial transition planning. She is the founder of the Sudden Money® Institute (SMI), a resource center for protocols and planning process, specifically for life transitions. Through the Institute she offers private transition coaching for small groups and individuals, as well as training programs for financial advisors. Susan is also the founder of Women, Meaning, and Money™, a specialized program for women of wealth. Susan is the author of Sudden Money, Managing a Financial Windfall.
FOCUS ON EDUCATION & TRAINING
After more than 20 years as a full-time financial planner, Susan sold her financial planning practice to develop unique education and training programs for advisors, their clients, and the public. She brings her transformational programs to her audiences through speaking engagements, workshops, video projects, retreats and the internet. Her corporate clients include the National Football League (NFL), Bank of Montreal, and the Commonwealth Financial Group. Susan has published and presented specialized programs (in addition to the Sudden Money® Institute), including Money Shock Management, Women in Transition, and The Bliss List. Susan is also the founder of Kids Camp, a children’s summer camp that trains and educates children in the field of finance.
IN THE COMMUNITY & IN THE NEWS
Susan has served the financial planning profession as a member of the FPA’s National Board of Directors. She currently serves on the National Football League’s Players Associations’ Financial Education Advisory Board. Susan is the recognized leader in the area of Sudden Money and has been featured extensively in the media. She has been seen and heard on: NBC’s Nightly News, CNBC, CNN, NPR, The Wall Street Journal and The New York Times. Susan is available for keynotes, interviews, trainings, webinars, workshops and more.
TESTIMONIALS
"Susan Bradley has a remarkable ability to understand the emotional, psychological and social issues that impact women with wealth. She knowledgeably and empathetically helps us to express our feelings and develop a healthy plan for putting wealth in perspective with our values and goals." – D.Orlov, President Orlov Art, NY, NY
"I believe...Money is only one aspect of wealth. To be wealthy means to be living a balanced life defined by love, meaning, and dignity. In this context, some of the poorest families may be wealthier than some of the most financially privileged.
Money by itself is not good or bad. It does not bring happiness or misery, both come from the choices we make. Our behavior, beliefs and fears about money ultimately shape the impact money has on our life. Everyone has the potential to have a healthy productive relationship with money.
It is possible to establish a new reference point for making financial and life decisions. We can manage money in ways that support and reflect our core values and beliefs."
- Susan
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