A book by Ross Marino and Susan Bradley
Shaping Change: How to Respond When Life Disrupts Your Retirement Plan
A change in work, health, or family can affect the retirement plan you expected to follow. It can also change which financial question needs attention first.
Shaping Change explores the human and financial parts of a life transition before moving to a response.
What Is Shaping Change About?
Ross Marino and Susan Bradley examine life transitions that can change financial decisions. The book begins with the transition and considers its effects before an action is chosen.
Readers are invited to distinguish what needs attention now from what can wait. The book also addresses the uncertainty that can remain during change.
What Can Readers Explore?
Recognize the transition
Begin with what changed before trying to answer every financial question it raised.
Connect life and finances
Consider how the transition may change the financial decisions associated with it.
Separate now from later
Identify which question needs attention and which one can be reconsidered later.
How Does the Book Relate to Dovetail's Work?
The book offers general ideas for thinking about a transition. Dovetail's financial planning applies analysis and professional judgment to a client's circumstances.
Dovetail may analyze how a change affects income, spending, or another financial decision. We then make recommendations and revisit the plan as facts or priorities change.
Where Can You Find the Book?
Shaping Change was published by Advantage Books and is distributed by Simon & Schuster. The paperback ISBN is 9781642252088.
Has a Change Raised a Financial Question?
Tell us which change raised a financial question and what you want help applying to your situation. The introductory call will help determine whether a planning conversation makes sense.
