What is Financial Transitions Planning?

Financial Transitions Planning* was created to fill a gap in the world of financial services. It was born out of the desire to identify and work through the struggles that cause problems during major life transitions, as well as to create ways to enhance transitions that are going well.

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.

Find a Certified Financial Transitionist®

*Our training division, the Financial Transitionist Institute, offers a rigorous yearlong program in Financial Transition Planning culminating in a daylong Certification Exam. Only those professionals who complete the program and pass the exam can call themselves Financial Transitionists, Certified Financial Transitionists®, or use the mark CeFT®.