Sometimes you have to pat yourself on the back. During COVID, I decided to take the opportunity hone my personal and professional skillset with formal education and scientific theory. I liken the experience to becoming a CERTIFIED FINANCIAL PLANNER™, but focusing on the emotional side of money. I am not only a CERTIFIED FINANCIAL PLANNER™, but a Certified Financial Transitionist®. Pretty stoked about the accomplishment and more importantly helping clients. See below for some of the formalities and a link to the Press Release…
“As a Certified Financial Transitionist®, I understand human transitions on their deepest levels. I know what influences the way we think and act when our world has suddenly and irrevocably changed. I’m able to identify when a transition is going well, and I have tools to further enhance the experience. And if a client is struggling with their transition, I know how to keep them safe and help them work through their difficulties.”
What is a Certified Financial Transitionist® (CeFT®)?
Every person will experience at least one of the following major life transitions, and the likelihood that more than one at a time will be experienced increases with age.
- Loss of a parent
- Loss of a spouse
- Major career change
- The sale of a business
- Insurance settlement
- Pro sports or entertainer contract
See the full press release here