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 Financial 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. Embracing change is a fundamental aspect of life. As circumstances evolve, so do financial situations, often leading to stress. During times of change, individuals can feel overwhelmed and may not function at their best. Financial Transitionists® recognize this challenge and are skilled at providing a supportive environment for a smooth transition. They help ease anxious minds, reduce the likelihood of hasty decisions, and strive to make the early stages of significant life events more manageable—and even enjoyable. The vital tools for navigating these transitions are integral to the expertise of a trained Financial Transitionist®. They are equipped to guide you through anticipated changes and prepare you for the unforeseen.
2. You’ll have a single point of contact. Your Financial Transitionist® serves as your primary contact throughout this journey. They are familiar with your communication style, your decision-making preferences and offer proven methods to help you transition from feeling overwhelmed to calm.
It's important to recognize that changes impact not only you but also others close to you and professionals, such as your tax advisor. There is a complex dynamic at play, and your Financial Transitionist® is able to coordinate with your other advisors, helping them understand your needs. This collaboration is designed to enhance both your comfort level during the transition process and its overall efficiency.
3. Financial life transitions often take longer than anticipated, and likely longer than desired. These transitions typically unfold over years rather than months, involving multiple cycles of stress and recovery. We refer to this phenomenon as Transition Fatigue®, which occurs when the pressures of change drain your physical and mental energy, increasing the risk of regrettable decisions. Your Financial Transitionist® is equipped to help you identify this fatigue and navigate the process effectively. It’s about understanding your unique journey. Throughout your transition, various strengths and limitations will surface. Having a knowledgeable guide is essential to help you avoid any poor choices, as they can recognize when it’s time to take a break.
4. Financial Transitionists® help you emerge into your new normal. The process helps you build resilience, skills and guides you in managing change. They help you get your feet back on the ground, refreshed rather than exhausted, ready for the next time life changes.