What is Transition Planning?

What do Retirement, Sale of a Business, Death of Partner, Divorce or Sudden Inheritance all have in Common? Planned or not, all of these are life transitions!

“When life changes, money changes, and when money changes, life changes” this quote by Susan Bradley, founder of the Sudden Money Institute, says it all. All of life's transitions, whether planned for or not, impact our personal and financial lives. When faced with life changing situations, your wealth management decisions require an advisor who understands and is specially trained to help you navigate you through not only the technical side of money but the personal side of wealth management.

Everyone experiences some form of transition during their lifetime. Frequently during a significant transition, our cognitive ability is diminished and our judgment can be compromised, both of which can prevent healthy decision making.
Laura Webb, along with being a CERTIFIED FINANCIAL PLANNER™ practitioner, is also a Certified Financial Transitionist®. She and her team at Webb Investment Services, can support you in creating a strategy for confidently maneuvering through some of the more complex life transitions such as:
  • Divorce
  • Death of a Spouse
  • Remarriage
  • Sale of a Business
  • Inheriting a Sum of Money
  • Retirement

So Now You Are In Charge

Inheriting Money