Our Story

We at the Financial Transitionist Institute (FTI) have an intention. We want to change the financial services profession. We want financial advice to be a true collaboration of human beings. And in order to do that, we need to change not only what we are doing but how we are being as financial advisors.

Financial Transitions Planning is a specialty created to fill a gap in the world of financial advisory. It was born out of the desire to identify and work through the struggles that lead to problems for the client as well as for the client-advisor relationship during major life transitions.

It is the vision of Susan Bradley.

When life changes money changes, and when money changes life changes.®

—Susan Bradley, CFP®, CeFT®