Human-first begins with you.
Our mission is to help you worry less about what could go wrong so you can have more freedom to focus on what makes life worth living. If you're like most people, this is also your desire.
Only you have your combination of genetics, experiences, knowledge, strengths and weaknesses, etc. All these factors influence how you view money and what financial freedom means to you. Our "Human-First" approach begins with understanding you before we offer any analysis or guidance.
There Are Two Sides to Financial Planning:
The Human Side and the Wealth Side
Human First, Finances Second
Human
The “T” in our logo is for Transitus, meaning “transitions” in Latin. You and everything around you are always changing and evolving.
Financial Decisions
Understanding your unique story, current situation, and wealth picture are the keys to making informed decisions that lead to your wellbeing.
Wealth
The “W” in our logo stands for wealth, which encompasses your entire financial picture, from your retirement savings to your insurance and taxes.
The Right Financial Choices Start Here
What We Provide:
A Clarifying Approach
Human-First Financial Guidance® begins by reflecting on the people and experiences that influenced your views on money and provides a framework for making the right decisions.
Fee-Only Financial Planning
As fee-only fiduciaries, we do not receive commissions from investments. We are compensated directly by you and only offer guidance in your best interest.
A Dedicated Team
With CERTIFIED FINANCIAL PLANNER™ and Certified Financial Transitionist certifications, our team specializes in both the technical and the human side of financial decision-making.
What's happening in your life?
Whether you’re preparing for retirement or you’re experiencing a dramatic disruption in your life, our team is ready to help you make decisions that are right for you.