The Stages of Transition

"When life changes money changes,

when money changes life changes."

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~Susan Bradley, CFP®, CeFT®
Founder Sudden Money Institute

Whether a change is motivated by choice or chance, there’s a distinct pattern for how we humans internalize and respond to life-altering transitions.

Though the timeline for the stages varies across people and events, the qualities and challenges of the stages are fairly consistent.

Years of working with clients-in-transition have helped us design a process for making the most of each of the major life events