Do you know your financial needs? We can identify needs through a discussion of topics like satisfaction, transitions, history, principles, and objectives. Previously, we discussed satisfaction. Today, lets talk about transitions.
Transition is a process we go through when facing a new situation. We can react or respond. The situation may be unexpected or planned. However, each transition has unique personal and financial challenges. How we transition determines our success. You may be facing some of the following transitions or you anticipate them in the future.
QUESTIONS: What transitions are you facing? What transitions are you anticipating?
Chris Bryant is an American financial advisor.