Financial Transitions Planning

Life is a journey marked by meaningful milestones, each bringing new challenges and opportunities that can shape your financial future. As a Certified Financial Transitionist™, I am dedicated to providing the guidance you need through life's pivotal moments-whether it's marriage, divorce, career changes, retirement, or the loss of a loved one. With a unique focus on both financial stability and emotional resilience, we'll work together to help you approach these changes with clarity and confidence, empowering you to embrace each transition with peace of mind.

Life Transition Events (LTEs) and Sudden Money Events (SMEs)

Life is filled with change. Major Life Transition Events (LTEs) like marriage, career shifts, or family loss can alter our paths indefinitely.


While these transitions are temporary shifts we go through, they can lead to further changes. Your ability to navigate these shifts can impact your future financial and emotional well-being. Sudden Money Events (SMEs) due to events like death, divorce, or retirement can be tough to handle, especially if they involve large sums of money.


I'm here to help guide you in the grey area of your passage from "what was" to "what will be".

A path going up a sand dune on a sunny day.
A diagram showing participation ending passage and new normal

Change Management

Change management isn’t taught in school, yet it’s crucial when facing financial windfalls or downturns. Both sudden gains and losses come with unique challenges.


While we can’t control life’s events, we can control our responses. The impact of a Sudden Money Event (SME)—whether planned or unexpected—depends on your ability to embrace uncertainty and transition thoughtfully. Change, when approached with patience and reflection, can offer valuable insights into your sense of self and purpose.


I offer a disciplined approach to managing the emotional and personal aspects of sudden financial changes. By integrating the technical and human sides of finance, I aim to help you avoid costly mistakes and navigate transitions smoothly.

Read more about Change Management

How I Can Help You

A black and white icon of a person in a circle.

Get Personalized Planning

We blend your personal goals, beliefs, and dreams with your new financial reality.

A black and white icon of a map pin with an x in the middle.

Avoid Costly Mistakes

Our disciplined approach helps prevent hasty decisions driven by stress and emotions.

A silhouette of a person 's head with a heart in it.

Get Holistic Support

We address both the technical and human sides of finance, ensuring comprehensive support during transitions.