South Burlington, VT Financial Advisor Attend Sudden Money® Institute’s One Day Workshop

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Josh Patrick demonstrates skills to help clients through life’s major transitions

Josh Patrick, Principal Stage 2 Planning Partners

Josh Patrick, CFP®, completed the Sudden Money® Institute’s (SMI) One Day workshop, which was held in San Francisco, CA. Josh Patrick is continuing in a course of completing the requirements for becoming an Accredited Sudden Money Institute Advisor.

Advisors working through the multiple levels of SMI training are able help their clients and their communities with their unique blend of SMI’s demonstrated planning protocols. These techniques combine financial planning skills with cutting-edge research in neurology, sociology and psychology. SMI advisors are able to help clients with the human experiences of major life transitions as well as the facts and figures.

“With the skills I’m developing in the Sudden Money® training, I can help my clients move through major life-changing events more confidently,” said Josh. “Together we can plan the next chapters of their lives and they look to the future with great pleasure and anticipation.”

The techniques taught by the SMI aren’t addressed in traditional financial advisor training. SMI has developed specialized tools and protocols that use proven planning models to help advisors coach their clients’ through life-changing financial transitions.

Josh Patrick is a CFP™, a member of Sudden Money® Institute and a member of the Financial Planning Association. He specializes in working with private business owners on a variety of strategic issues. Among them are helping through business transitions where a financial windfall could happen.

About The Sudden Money® Institute:

The Sudden Money® Institute is known as the national leader in financial transitions planning, tools, strategies and practice management. While “transition” is the now one of the most frequently-used words in the financial services industry, SMI was an early pioneer in this arena. Founded by Susan K. Bradley, CFP® in 2000, SMI began developing processes and protocols that involve understanding a client’s emotions and actions during life and money-changing events. SMI has more than 70 accredited advisors are experts in the art and science of transition and the optimal way to guide clients through life-changing times. For more information visit:


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