Some seasons of life arrive suddenly, others build slowly. Either way, change can feel chaotic.

In this conversation, The Planning Center partner Michelle Maton CFP®, EA, CeFT joins Jude Boudreaux and Caleb Arringdale to share how she helps clients move from uncertainty to a grounded “new normal.” You’ll hear why big decisions can wait, how a decision-free zone brings breathing room, and what it really takes to navigate transitions like divorce, widowhood, sudden wealth, and retirement. Expect practical language you can use, gentle structure for hard days, and honest stories from the work of walking with clients through change.

What to expect:

• The four stages of transition and why “passage” takes time
• Creating a decision-free zone that protects you from regret
• Retirement identity, cash-flow rhythms, and mini-experiments
• The role of values in rebuilding what comes next
• And more!

Resources:

• Learn more at theplanningcenter.com
• Follow The Planning Center on LinkedIn and YouTube for new episodes.

Connect with Jude Boudreaux CFP®: 

• The Planning Center
• LinkedIn: Jude Boudreaux
• jude@theplanningcenter.com
• Phone: (504) 717-4862

Connect with Caleb Arringdale:

• LinkedIn: Caleb Arringdale
• caleb@theplanningcenter.com 
• Phone: (309) 797-4030

Connect with Michelle Maton:

• LinkedIn: Michelle Malton
• michelle@theplanningcenter.com
• Phone: (309) 797-4030

About our Guest: 

Michelle Maton, CFP®, EA, CeFT®, is a Senior Financial Planner at The Planning Center. Her most important responsibility as a partner is to help our clients achieve their financial goals. On any given day, you will find Michelle focusing on financial planning, tax strategies and reviews, and transition planning, which helps clients for the inevitable ups and downs in life, for better or worse. In addition, Michelle works with the rest of our team to create more efficient client service systems and processes.