People in transition are those who have a major change in their life that is about to happen or has just happened. Included in this group are:
- People who have lost a spouse
- People selling a business
- Receiving an inheritance
- People going through a divorce
- People about to retire
- People who have lost a job
- People who are getting married
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Decision Free Zone Workbook - This helps you review what's necessary to do now versus things you can put off to the future. This workbook will walk you through the steps of working through a major transition in your life.
The What If Workbook – This workbook helps you work through having a clear picture of what’s next. You’ll answer questions about what is your best scenario and if you could do anything, what would that be.
When In Transition Workbook – This workbook helps you organize your finances, understand what’s new about you and going through the six step transition process. It’ll help you answer questions that lead you to what the new you will look like after your transition.
Your MoneyShock Workbook – This helps you answer questions about your life and help you prioritize what you must do know versus what you will do in the future.