Ken and Donna Carter

What do all of the following have in common?

  • Sale of a business
  • Windfall
  • Retirement
  • Major career change
  • Insurance settlement
  • Pro Sports contract
  • Loss of spouse
  • Inheritance
  • Change in health
  • Divorce
  • Marriage
  • Sudden loss

All of the above are life transition events, which means that by definition, none of them are permanent. Each begins with an ending of sorts (of a marriage, a financial state, a career, or even a life), ends with a new normal, and in between is what we call Passage: the transition from what was to what will be.

Sudden Money® is a program designed to help clients turn an unexpected windfall into a lifetime of financial confidence. Though there’s certainly nothing new about life's transitional events, what is new is our depth of understanding of what happens to us during these times. Obviously transition means change. When life changes, money changes, and when money changes life changes. But the most important part of managing change isn’t the money. People in transition may gravitate toward the money—or numbers—because they are concrete and easily definable.

Sudden Money® is more about a life event than a financial event. Contact us today for a complimentary consultation.

* A member of the Sudden Money Institute’s network of Financial transitions professionals who received training in assisting clients who have experienced a financial windfall.

** Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

Sudden Money Institute is not affiliated with Raymond James.