Transition Expertise Matters:
FIVE Lessons

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Transition Expertise Matters

FIVE Lessons of Transition Literacy

 

We at the Sudden Money® Institute have been working with clients experiencing major life transitions for 15 years. As a community of practitioners who are lifelong learners, we are committed to the possibility that our thoughts and practice will evolve and deepen over time. This article presents the most powerful lessons we've learned since we began practicing what we call Financial Transitions Planning. 

It is our gift to you.

Susan Bradley, CFP®, CeFT™

 

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