Why do you need a Financial Transitionist®?

  • Loss of Spouse    
  • Retirement
  • Divorce
  • Sale of Business
  • Loss of Parent
  • Insurance Settlement
  • Windfall 
  • Inheritance
  • Major Career Change
  • Pro Sports Contract  

We will all experience at least one major life transition, and the likelihood that we will experience more than one at a time increases with age.

Transitions thrust us into a position where what we considered was stable is suddenly in flux. And depending on our mindset about change and our experience up until our next moment of change, that's either exciting or terrifying.

We are taught how to do countless things through the course of our lives, but adapting to life's many changes has never been among them . . . until now.

Financial Transitionists® know how to help keep you safe if you're feeling vulnerable, and challenge you to even further enhance your experience if you're feeling strong. Our advisor and client materials are full of tools and protocols designed precisely for these purposes, and they were developed by our faculty of experts and field-tested for over 16 years. 

The question isn't whether or not you need to meet with a Financial Transitionist®, the question is when?

Find your Financial Transitionist®.

Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
send an email