Have you ever noticed that when clients are going through a major life transition, especially one that involves money, their need for help becomes more immediate? And at the same time, because of the stress and emotion of these situations, in addition to the technical complexities, they may have difficulty being able to move forward. It is in these times that our clients need us most.
Join Sandy Adams, CFP® to get the training and skills you need to help your clients navigate the complexities that come with complicated life transitions. Financial Transition Planning is helping clients with both the technical and emotional side of money by:
- Cultivating deep listening skills.
- Learning what it means to provide a safe space for your clients so they feel protected.
- Helping clients and their families process their thoughts and feelings about this collective event as well as their life events.
- Guiding clients through decision-making.
- Developing a formalized self-care plan and show your clients how to create their own.