JMF Capstone Wealth ManagementThe 3 Keys to Surviving Major Life Transitions – JMF Capstone Wealth Management https://www.jmfcapstone.com An Alabama registered investment advisor Fri, 21 Nov 2025 19:30:19 +0000 en-US hourly 1 https://wordpress.org/?v=5.1.22 The 3 Keys to Surviving Major Life Transitions https://www.jmfcapstone.com/2014/08/04/the-3-keys-to-surviving-major-life-transitions/ https://www.jmfcapstone.com/2014/08/04/the-3-keys-to-surviving-major-life-transitions/#respond Mon, 04 Aug 2014 17:14:33 +0000 http://evolvemypractice.com/?p=1187 You might think that the most important work a financial advisor can do is related to allocating a client’s investment portfolio, or perhaps helping secure a timely insurance policy or drafting the optimal estate plan. In fact, their most important work is done when clients are in the midst of navigating life’s major transitions. I...

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]]> You might think that the most important work a financial advisor can do is related to allocating a client’s investment portfolio, or perhaps helping secure a timely insurance policy or drafting the optimal estate plan. In fact, their most important work is done when clients are in the midst of navigating life’s major transitions.

I have very recently undergone two of these major life events — a job change and a move — in the span of five months. Crazy, right? Who would willingly subject themself to two of life’s most stressful changes within such a small window of time? Fortunately, I had at my disposal three keys to surviving major life transitions, and I’d like to share them with you…

Read the rest of the article on Forbes.

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