When Money Changes, Life Changes and When Life Changes, Money Changes. (Susan Bradley)
Whatever the reason for the event, some joyous and others deeply regrettable, you are faced with a major change in your life. Successfully managing financial transitions is more challenging and complex than you may realized. It’s not just a matter of managing the financial situation – It’s managing the change. As Certified Financial Transitionists™ we are trained by the Sudden Money® Institute to help individuals navigate through the difficult period of change and create the new life integrating the financial and the personal side. Learn more at www.suddenmoney.com.
This may sound elementary but few of us spontaneously undertake a thoughtful inquiry into our deepest and most enduring values and objectives. Traditionally financial advisors have focused on the numbers—budgeting, investments, taxes, or insurance–without exploring the broader context.Â
“If you had more time or money, what would you do?” Â
“What do you want to accomplish or attain so you will feel that you’ve had a life well-lived?”
“What moves, touches, or inspires you?”
We call it Life Planning because what’s really important isn’t your money, it’s your life.
Learn more at www.cfp.net.
The Financial Planning Association™(FPA), a membership organization for the financial planning community. Anja served on the FPA NY Board of Directors leading the FPANY Pro Bono Committee and was in 2013 the Chair of the national FPA Pro Bono  Advisory Committee. For her contributions to the community and to the profession she received the Heart of Financial Planning in 2012. FPA is the largest association of professionals dedicated to championing the financial planning process. FPA members are committed to helping people make smarter decisions to achieve their goals and dreams. FPA believes that everyone needs professional, objective advice to make smart financial decisions. Learn more at www.fpanet.org.
[/accordion]
[accordion title=’NAPFA’ class=’new-class’]
The National Association of Personal Financial Advisors is the largest professional association of comprehensive, Fee-Only financial planners in the United States. With over 800 members and affiliates, in 45 states, the members of the National Association of Personal Financial Advisors (NAPFA) subscribe to a strict fiduciary oath. In addition, NAPFA members are required to fulfill significant continuing education requirements. Learn more at www.napfa.org.
Â
NAPFA members practice Fee-Only financial planning which is client-centered, objective and ethical. As a Fee-Only advisory firm, recommendations are untainted by any type of fee received by the vendors of financial products, including investment funds, money managers and insurance companies. Fee-Only advisors provide consumers and institutions with comprehensive and objective financial advice on a Fee-Only basis, keeping only the best interests of the client in mind – with neither the advisor nor any related party receiving compensation contingent on the purchase or sale of a financial product.Â
Dimensional is a new kind of investment firm. Over the years, they have translated financial science into real world investment solution, and through their revolutionary approach, investors may seek to capture what the market offers in all its dimensions. Rather than trying to take advantage of the ways markets are mistaken, they take advantage of the ways markets are right. The firm designs portfolios to help investors capture what the market offers in all its dimensions. Learn more at www.dfaus.com.