…this agreement will be an ongoing conversation, a living document that we will constantly reassess, rethinking, adjusting and adapting as needed.
Focusing on the human aspects of financial planning, recognizing the positive, vital side of uncertainty, and building our work together upon a clear, agreed-upon foundation empowers clients to work through transition successfully.
Susan Bradley, CFP, CeFT, is the founder of the Sudden Money Institute, which began 17 years ago as a community of practice seeking to better serve their financial planning clients by developing process and tools for the personal side of money and for clients going through transitions. This think tank created the Certified Financial Transitionist (CeFT) designation, and a division for training and certification called the Financial Transitionist Institute. Susan speaks frequently in the United States as well as internationally, and is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000). Her TEDx talk, “Change Launches Your Next Chapter” can be found here.
Susan will be speaking on a panel and leading a workshop at FA magazine’s Invest In Women conference.