If you are anticipating or experiencing a major life event, you’ve come to the right place! Our mission is to help you better understand what’s happening now and what to look out for next in your transition. 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. If you are interested in learning about Financial Transitions Planning or becoming a Certified Financial Transitionist®, visit our training division:
We have spent 19 years studying the human experience of change.
We’ve put some of what we have learned in an interactive journal.
It is our gift to you.