The Stages of Transition

"When life changes money changes,

when money changes life changes."

~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.