Transition Planning | Webb Investment Services

{ TRANSITION PLANNING }

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

FAQs

The first thing to do is SLOW DOWN and build your “Brain Trust” or “Dream Team” of advisors to help navigate this significant transition. An ideal team might be your financial advisor, your attorney, and CPA to name a few. Not everything has to be done immediately. Our team specializes in helping you voice your concerns and put your thoughts down on paper. Then, we help prioritize what has to be done now, what needs to be done soon, and what can wait until later.

As much as we would like to think it is a straight line, in reality most life transitions are traditionally full of unexpected twists and turns. Our training helps you prepare and navigate the turns providing the support you need to help you make the best decision for your circumstances. We will be your thinking partner as you move through the stages until you find your new “normal”.

Although each life transition is unique, many of the feelings and stages are the same. Having a trusted team to help comfortably navigate the twists and turns can ensure you get from point A to point B with as little overwhelm and chaos as possible.

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