The nuance and the art of Transition literacy is in knowing that not all decisions that present themselves need to be acted upon at that moment. It’s also in knowing what to do-and when to do it-to reduce stress and better position the client to even think about making decisions. Stress equals regress, and we’ve come to understand that it’s the advisor’s job to help the client recover lost cognitive functioning and/or keep them safe while they’re suffering from low functioning. Sometimes that means resting and making no decisions at all until the client demonstrates readiness to move forward. That might sound easy, but it can backfire if not properly structured and if the advisor doesn’t know what to look for. The managing of time outs is a skill as important as the managing of times of decision and action.

Transitions are marked by what is often a debilitating amount of stress.

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Your Guide to Financial Independence

Rick Epple, CFP(r)