Life transitions can be difficult. If yours is difficult, we can make it easier. If yours is going well, we can make it even better. We can help you and your family better understand what’s happening now and what to look out for next. We have support, resources, and even a directory of advisors certified in working with people in transition.Find a Certified Financial Transitionist®
If you are a financial advisor, please take this opportunity to learn from our experience. Transitions have stages, and each presents unique challenges for both clients and advisors. If you are interested in learning about Financial Transitions Planning or becoming a Certified Financial Transitionist®, visit our training division:
We’ve spent 19 years studying the experiences of people adapting to life’s changes.
We’ve put some of what we have learned in an interactive journal.
It is our gift to you.