Financial Stability | Shifting Priorities
Financial management is complicated. Life’s changes and transitions make the complexities grow. Guided by our designation as Certified Financial Transitionists (CEFT), we specialize in financial planning and wealth management in the face of personal transition. We employ an array of specific strategies, processes, and services to help you accomplish the following:
- Establish order
- Regain balance
- Explore and consider your options and opportunities
- Plan and move forward
- Refine and rethink
- Wealth management and stewardship
Our goal is to make financial transitions less stressful, more productive, and even enjoyable.
Why You Need 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 comprehensive understanding of how people subjectively experience change and can advise you with calm deliberation and seasoned expertise.
Financial Transitionists® bring process and tools to their client relationships that are intrinsic to the experience of guiding someone through a transition. Their work requires a different kind of listening, letting go of assumptions, and an ability to sit with and through uncertainty.