LifeTransitions Planning; The Sudden Money Institute Process
When Money Changes Life Changes...When Life Changes...Money Changes
No boiler plate plans; each portfolio review is individually designed by me for each client who agrees to move through the transitions planning process and is “serious about doing things right financially”
Establishing a PURPOSE for the project
Revealing a METHOD involved
Agreeing to the targeted OUTCOME
I will then publish the review and present it to those who you feel have an interest in its success such as your CPA, Attorney and other family members.
I'll become a source for referrals/recommendations to other professionals who may be needed to accomplish client goals
Registered Representatives of Equity Services, Inc. do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
The Sudden Money Institute is independent of Equity Services, Inc.