Each Center client is unique, but some face similar life transitions. Dealing with the loss of a spouse, major health challenges, job changes, wealth transfers or sudden money windfalls … all can put you in the position of making important decisions about your financial plan. To help our clients through these transitions, some of our team members are going through a special training course called Sudden Money(R).
Center partner Sandy Adams, CFP(R) recently made a whirlwind trip to Miami to attend the Sudden Money(R) Institute's mid-year coaching workshop. She joined more than a dozen financial planners and founder Susan Bradley, CFP(R). "I have worked with several clients that have experienced unexpected transitions in their lives -- like the death of a spouse or a major illness. This training is invaluable in assisting clients during these times of transition because it is providing me with tools and strategies to help them navigate the obstacles they face."
The workshop was a first step in the two-year quest to become a Certified Financial Transitionist(TM). Sandy joins Center partner Melissa Joy in pursuit of this designation. Continuous education and personal growth are core Center values and these educational opportunities not only help us deepen our skills, but further assist our clients.