Contributed by: Center for Financial Planning, Inc. 
After two years of intense study with the Sudden Money® Institute, lead financial planner and partner Sandy Adams, CFP®, can now add the CeFT™ (Certified Financial Transitionist™) designation to her list of credentials.
What is a Certified Financial Transitionist™ (CeFT™)?
Every person will experience at least one of the following major life transitions, and the likelihood that more than one at a time will be experienced increases with age.
- Inheritance
- Loss of a parent
- Loss of a spouse
- Divorce
- Major career change
- Retirement
- The sale of a business
- Insurance settlement
- Pro sports or entertainer contract
Whether they begin with an inheritance, the sale of a business, or both simultaneously, transitions thrust individuals and families into a position once considered stable that is now suddenly in flux. Traditional financial planning definitely covers the bases when it comes to important topics such as taxes, investments, cash flow, and estate planning. But that’s only half of the experience of financial change. The other half is the human experience.
“As a Certified Financial Transitionist™, I understand human transitions on their deepest levels. I know what influences the way we think and act when our world has suddenly and irrevocably changed. I’m able to identify when a transition is going well and I have tools to help further enhance the experience. And if a client is struggling with their transition, I know how to keep them confident and help them work through their difficulties.”
The Sudden Money® Institute (SMI) has spent 16 years studying the psychology, sociology, and neuroscience of change. They’ve even delved into what thought leaders in the business world say about change and adaptation. They know that perceptions and expectations about change are powerful and can profoundly affect thinking and decision-making.
Sandy is excited to use her tools and new set of skills to help current and future Center clients navigate life transitions. If you think you or someone you know might be helped by having a partner to assist them in balancing the personal and technical side of financial change – give Sandy a call. She is happy to help!
The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Sandy Adams and not necessarily those of Raymond James.