The Stakes Are High In Financial Transitions, When Decisions Shape Life.

 

We provide the mindset, tools and community to go beyond traditional training and life planning to become a Certified Financial Transitionist®.

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We Believe There Are

Two Sides of Money   

 

The technical side and the personal side.

Both sides are equally important and complex but it is the personal side that drives decision-making. 

We know that you have spent significant time and money to develop your excellent technical skills.

 

And it’s frustrating to find that it's the personal side that gets results!

Does This Sound Like You ?

 

Do you feel like there is something missing from your training?

 

➤ Are you haunted by the feeling that you should know more and do more?

 

➤ Can you describe and consistently deliver a unique experience?

 

➤ Are you keeping up with your clients changing lives?

 

➤ Do you have credentials that sets you apart?

WE CAN HELP

FREE GIFT 

Reimagining Retirement Workbook

A beautiful client workbook designed to help clients explore, discover, and reimagine retirement.

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TRANSITION FATIGUE

FIND OUT IF YOU HAVE IT

Fatigue is a normal result of managing life changing events.

Sometimes it can get in the way of good decisions and compromise relationships. Use this private assessment to check in on your level of Transitions Fatigue.

Transition Fatigue Questionnaire

CORE TRAINING

Learn the fundamentals of Financial Transitions Planning.

Core is shorthand for our yearlong Certified Financial Transitionist® training program. This includes skill building, tools, and experiential learning.

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Take any training with us and you will find it goes beyond coursework with hands-on-practice of the material. You’ll get personal feedback from FTI trainers and become a part of a strong community of likeminded advisors from around the world.

"When looking for tools and processes to help clients with the personal side of money, I could think of no better training opportunity than that which is offered through the Financial Transitionist Institute. An important added benefit is the community and fellowship aspects of the training, too."

 

- Moira Somers, PhD, C.Psych

Author of ‘Advice that Sticks’

 

"The CeFT training that not only I, but my colleagues at Omega have received helps us work more collaboratively together while bringing in the 21st century planners communication and relationship skills that clients are looking for and now the CFP Board recognizes are needed for the future."

 

- Lisa A.K. Kirchenbauer, CFP®, RLP®, CeFT® 

Founder & President of Omega Wealth Management

 

Every Financial Advisor says they work with clients in transition.

 

What makes you different?

 

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Have any Questions?

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