Life changes and financial plans need to be reworked. This session covers three tools for helping clients proactively rethink and reimagine the life they want to live…now. The money and technical aspects are easier to see than the personal undercurrents that drive decisions and wellbeing. The stakes are high because clients will have to live with the choices they make. It is a time for more humane-side skills and leadership.
Susan Bradley is the founder of the Sudden Money® Institute, which began 18 years ago as a community of practice seeking to better serve their financial planning clients by developing processes 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. Ms. Bradley has served on the Financial Planning Association’s National Board of Directors, she currently sits on the National Football League’s Players Association’s Financial Education Advisory Board, and she serves as the dean of transitions for the Council of Deans of the Purposeful Planning Institute. She is seen and heard frequently in the national media, including NBC Nightly News, CNN, NPR, the Wall Street Journal, and the New York Times. She is the author of Sudden Money: Managing a Financial Windfall (Wiley 2000), and her TEDx Wilmington Women talk is called, “Change launches you into the next great chapter of your life, whether you like it or not.”