Why I Became A Certified Financial Transitionist (CeFT)

In 1977 I sold my toy business and became an insurance agent. I had great respect for our company’s agent. He counseled us on various benefit programs, i.e., retirement plans, key-man coverage, and more.

For the first few years in my new occupation I worked exclusively with business owners and professionals using insurance products to satisfy their needs. But, although I was very successful, I believed there were more ways to help a client than by limiting the solutions to insurance.

In 1983 I became a CFP^®, a very early adopter to the practice of financial planning. This broadened the choice of solutions to solve needs of my clients

While traditional financial planning provides a process for all situations, it wasn’t designed to navigate the personal side of financial change. Many of my clients have experienced transitional events, such as the death of a spouse, sale of a business, large inheritance, retirement, and have even won the lottery. For most people, these events are stressful, and, even if planned as in retirement or the sale of a business, the passage from their old self to their new can be disconcerting.

So in order to better serve my clients, in 2008 I began to study the fields of neuroscience, psychology, sociology, and leadership at the Sudden Money® Institute in Fl. Together, we have developed an integrative approach, offering a more rich and comprehensive understanding of how people subjectively experience change and how we can co-create the “highest outcomes” with them.