What Is A Financial Transitionist®?

What Is A Financial Transitionist®?

A Financial Transitionist® is a professional with an established career in the financial services industry or outside of it, who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.

Financial Transitionists® bring process and tools to their client relationships that are not add-ons. Instead, they are intrinsic to the experience of guiding someone through a transition. Their work is embodied; it’s equal parts what they’re doing and how they’re doing it. And it requires a different kind of listening, a letting go of the seat of authority, and an ability to sit with and through uncertainty. It’s not for the average person and it’s not easy work, but it’s the most rewarding work all of us involved have ever done.

There are Two Types of Financial Transitionist®:

1.      Certified Financial Transitionist® (for CFPs only)



                                         
   

2.  Global Financial Transitionist™ (for attorneys, therapists, wealth managers who are not CFPs, and other professionals who guide clients through life's transitions, in the US and worldwide)

 

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