Our National Network of Advisors includes financial planners, wealth coaches, psychologists, attorneys and philanthropy experts trained in Financial Transitions Planning developed by The Sudden Money® Institute.
Since 2000, The Sudden Money® Institute (SM)I has hosted conferences and developed training programs for financial planners and other professionals interested in serving the unique needs of clients in financial transition.
Please notice to the left links to the Sudden Money book, an organizing workbook under Women, Meaning & Money, tools for Money Shock, and some recent webcasts for legal settlements. Below you will find many ways to find advisors who have been trained in Financial Transitions Planning.
You may look through our full list of Sudden Money® Advisors or use the interactive map below.
Featured Advisor
James Williams
J.F. Williams Co. Inc.
950 S. Cherry St., Suite 414 (Map)
Denver, CO 80246 United States
Business Email:
jim@jfwco.com
Website:
jfwco.com
The J. F. Williams Co., Inc. provides comprehensive financial advisory services on a fee-only, fiduciary basis. Our services are based on excellent credentials, education and experience; we provide broad technical expertise that is second to none. However, getting the numbers right and executing flawlessly are just the beginning. We strengthen the relationships we have with our clients by being open, sensitive, and supportive, by listening and understanding. We are committed to the conversation and the relationship -to values and ideals. We understand that there is more to money than just the numbers.
