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FINANCIAL EDUCATION

WEALTH ORIENTATION

ASSISTANCE FOR INDIVIDUALS LEARNING TO MANAGE A PERSONAL WINDFALL

EXPERT GUIDANCE FOR INDIVIDUALS EXPERIENCING A SUDDEN INCREASE IN PERSONAL OR FAMILY WEALTH

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.

With ongoing training from the Sudden Money® Institute, Traci Kaas’ work as a Certified Financial Transitionist® provides clients with the tools they need to address the financial and emotional concerns that come with new financial landscapes and move forward towards a new normal.

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Where every case is a transition, not a transaction.®

 

Transitions
have 4 stages

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Assessment:
Transition Fatigue

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