What is a Financial Transitionist®?

A Financial Transitionist® is a professional with an established career in the financial services industry (and is a Certified Financial Planner®, Certified Investment Management Analyst®, Chartered Financial Analyst®, or CPA/Personal Financial Specialist™) who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them. 

Financial Transitionists® 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. And 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 Financial Transitionist®.


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