Change and Transition

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As ironic as it may seem, change is the only constant in our lives. Therefore, how we respond to and initiate change can have everything to do with how well we manage our lives and the happiness we experience. Virginia Satir wrote: “Life is not the way it’s supposed to be. It’s the way it is. The way you cope with it is what makes the difference.”

William Bridges, author and preeminent authority on managing change, defines transition as the psychological process people go through to come to terms with a new situation. On a personal level, your life satisfaction will increase as you continually seek to respond to change in healthier and more productive ways. In addition, I believe your career satisfaction will multiply when you are proactive in helping your clients to navigate change and make successful life transitions.

Everyone encounters both expected and unexpected changes in every area of life. However, clients who are resilient are better able to overcome obstacles, bounce back from disappointments and welcome new experiences. From a financial standpoint, resilience requires a foundation of basic financial knowledge and a strategy for building financial security. But, it also requires a growing awareness of personal attitudes and beliefs that can either enhance or hinder financial well-being.

In the world of music, the “passing note” is a note that is not part of a particular chord, but is placed between two chords to provide a smooth melodic transition from one to the other. It is important for you, as a trusted financial advisor, to recognize ways that you can act as a “passing note” to facilitate successful transitions in the lives of those you serve. How you help your clients respond to change will have a profound effect on the decisions they make, the opportunities they seek and the quality of life they experience.

Carol Anderson
President
Money Quotient
Poulsbo, Wash.

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