What is Transition Planning?

Do you have Transition Fatigue™?

Take this quick self-assessment to see how you’re doing mentally and physically. Get tips from the experts on how to make your transition more comfortable and productive.

Free Self Assessment

  • Loss of Spouse
  • Retirement
  • Divorce
  • Sale of Business
  • Loss of Parent
  • Insurance Settlement
  • Windfall
  • Inheritance
  • Major Career Change
  • Pro Sports Contract

All of the above are life transition events.

By definition, this means none of them are permanent. Each begins with an ending of a marriage, a financial state, a career, or even a life. Each ends with a new normal. Somewhere in between is what we call passage; the transition from what was to what will be.

Sudden change in your financial situation can be a life-altering event.  Some of these events are planned for, such as retirement, the sale of a business or an anticipated inheritance. Other types of events many come out of the blue – like winning the lottery, divorce or the death of a spouse. These life transition events vary widely, some joyous and others very sad.  No matter the reason or the event, you now face a major change in your life.  Successfully managing financial transitions is more challenging than you may realize.  It's not just a matter of managing the financial situation - it's managing the change.

Though there’s certainly nothing new about life transition events, what is new is our depth of understanding of what happens to us during these times.

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