Financial Transitions

A sudden flow of money can be more stressful than people think, regardless of whether the money resulted from a positive situation, such as winning the lottery, or a negative situation, such as a death in the family, a catastrophic physical incident or the loss of a job because of employment litigation. Many find it difficult to determine the best course of action for managing the funds, they are often wracked with indecision and emotionally paralyzed. Traditional financial advisors are not strategically equipped to handle a key aspect of the process of financial transition—human emotion. That’s where a Certified Financial Transitionist® (CeFT®) comes in.