Certified Financial Transitionist® Directory

A Certified Financial Transitionist® (CeFT®) is a professional with an established career in the financial services industry who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. CeFTs® have a rich and comprehensive understanding of how people subjectively experience change and can co-create their highest outcomes with them.

CeFTs® bring processes and tools to their client relationships that are not add-ons. Instead, they are intrinsic to the experience of guiding someone through a transition. Their work is embodied; it’s equal parts what they’re doing and how they’re doing it. It requires a different kind of listening, a letting go of the seat of authority, and an ability to sit with and through uncertainty.