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 are able to co-create their highest outcomes with them.

CeFTs® bring process 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.

Find your own personal guide who will help you move through your life’s transitions

in a manner and at a pace that is best for you.

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