Transition Planning

Beth Jones is a Certified Financial Transitionist® and has completed the Mastery Program in Financial Transition Planning with the Sudden Money® Institute.  A Transitionist is one who is skilled at managing change.  This specific training is designed to help the client who is experiencing a life transition such as divorce, death of a spouse or loved one, inheritance, retirement, health issue, or other.  The experience of Financial Transitions can be joyful, confusing, inspiring, sad, and stressful.

We know that when life changes, money changes and when money changes, life changes.  There are two sides of money – the subjective or personal side and the objective or technical side.  Both are equally important and equally complex.  Financial Transition Planning provides guidance, perspective and organization helping our clients to make wise choices, while experiencing all that comes with transitions.

Four Reasons You Need to Hire a Certified Financial Transitionist®

1. To assist you with change…life is about change.  When life changes, money changes, and change is stressful.  People in change are easily overwhelmed and operate far under their normal capacity. Financial Transitionists understand this and know how to create a safe place for a soft landing.  They know how to calm the overwhelmed mind, minimize regrettable decisions, and make the initial stage of a big life event more comfortable, and maybe even enjoyable.  The essential tools needed for transition are embedded in the work of a professional trained as a Financial Transitionist.  They know how to guide you during expected events, and they know how to prepare you for the unexpected.

2. Your Financial Transitionist® is your point person.  The Transitionist understands you in a different way, and more completely, than other professionals.  They know your communication style, the way you like to make decisions, the “why” behind your key decisions, and the “how” of moving you from overwhelm to calm.  They make certain you can see and understand your financial plan by illustrating its parts in the way you’re most receptive to.

Your changes don’t happen to you alone; they affect your family and others close to you as well as other professionals, such as your tax person.  There’s an underlying dynamic, and the Financial Transitionist can help you with that dynamic by coordinating with the other people in your life.  Because they understand you, they can help others understand you, including your other advisors.  This increases your comfort level with your transition process, as well as its efficiency.

3. Financial Life Transitions take longer than you plan for and probably longer than you want.  They usually take years rather than months, with several cycles of stress and recovery.  We call it Transition Fatigue® when the stress of change depletes your physical and mental energy, making you susceptible to regrettable choices.  Your Financial Transitionist®knows how to help you recognize it and guide you through the process.  It’s not a matter of time; it’s a matter of what’s going on with your unique process.  Different capabilities as well as limitations emerge during your transition.  A key to avoiding a string of bad choices through your years of transition is a trained guide who knows when it’s time to rest.

4. Financial Transitionists® help you emerge into your new normal.  Resilience, skills, and a guide help you manage change.  Financial Transitionists® increase your confidence and resilience because they prepare you for change and then guide you through it when it happens.  And, they help you develop your inner transition skills, which help you get your feet back on the ground and fully experience your sense of renewal.  Financial Transitionists® lead you to your new normal, refreshed rather than exhausted, and ready for the next time life changes.