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South Burlington, VT

Value Creation Blog

Changes Can Be Caused BY Or Cause Financial Change

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Topics: sudden money, decision process, Change

Collaboration Always Starts With Clients

CollaborationI’m involved in a group that regularly discusses collaboration.  The discussion ranges from what collaboration is, how you get it and what keeps it from happening in the first place.

My belief is that collaboration only happens when the client wants it to happen.  In our firm we believe that the client is in charge of the relationship and the first person we want to collaborate with is the client.

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Topics: business relationship management, cost decisions, client collaboration, sudden money

Areas Where Sudden Money® Might Affect Your Life

sudden money managing financial windfall mary martin hardcover cover artSandie Maynard and I recently attended our certification program for Sudden Money®.  We spent two days working with others in our profession who realize that this is an issue where financial planners and financial planning plays a very important role.

Most of us will face transitions and many of these transitions cause significant changes in our life.  Susan Bradley the founder and elder of The Sudden Money Institute® has a saying I really like.

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Topics: value creation, wealth management, value enhancement, sudden money

Sudden Money™ Exists In The Strangest Places

sudden moneyI recently spent a couple of days with a client doing what we call our Object Review.  During the time that we spent together an issue came up that I see with lots of private business owners – having too much cash in the business. 

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Topics: financial planning, investment management, sudden money

4 Things Sudden Money® Can Do To Business Owners

Sudden MoneyI often write about Sudden Money® instances in one’s life. For a business owner this happens when they decide to sell their business, the transaction closes and they now have traded their business for a pot of money.

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Topics: financial planning, wealth management, sudden money

Wealth Management - 6 Ways An Inheritance Can Change Your Life

Inheritance changing your lifeWhen one receives an inheritance there is usually a bit of sadness that accompanies the financial largess.  Because we often associate receiving an inheritance with emotional strain and stress it’s often better to sit back and wait before we spend any money.

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Topics: financial planning, wealth management, inheritance, sudden money, estate planning

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