Your Transitions Expertise Matters

As you probably know, transitions drive your business. Clients leave when they don’t feel like their advisors understand what they are experiencing. They are looking for someone who knows how to meet uncertainty. They are looking for someone who knows how to listen–really listen. And they are looking for someone who appreciates their need for time to absorb, process, and integrate life events such as: widowhood, retirement, divorce, and the sale of a business.

You Can Be That Person

Your transitions expertise matters. And we offer the first comprehensive training in the stages of transition; what happens inside the minds and lives of clients-in-transition; and how to create an atmosphere where their values, needs, and timelines emerge organically. We offer tools and process that allow you and your clients to co-create the highest of goals while respecting and preserving all that is important to them. We help you cultivate the ability to listen beyond words and to respond skillfully, drawing from your own empathy.

To learn more about our curriculum in Financial Transitions Planning, click here.

To learn more about the Certified Financial Transitionist® designation, click here.

If you have a specific question, email our Training Coordinator, Chelsea at

And if you are ready to begin your training in Financial Transitions Planning, in December, click here.