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We’ll Stand With You

Through It All

Human-First Financial Guidance™

If your life is changing, 

you’re likely facing major decisions.

Maybe you’re not sure where to start, or perhaps you’ve read articles or heard advice from friends and family about what to do next. Endless information and conflicting advice, however, can be overwhelming. People who seek our advice are wondering,
“What are the best choices for my finances, my family and my future?”

Can You Relate?

Meet the characters from Shaping Change – When Life Disrupts Your Retirement Plans.  Each character answers the four questions that guide the Transitus Process™: What's going on? How did you get here? What are you thinking? How do you feel about everything?


Robert and Marie

Five years from retirement, Robert and Marie are questioning whether they’ve saved enough and wonder what they should be doing differently.



As a single mother, Linda has transformed into a stronger version of herself over the years. She’s set to retire early and is thinking through the possibilities for her future.

Elderly Women


At 83 years old, Angie is experiencing a range of emotions, from loneliness to fear of being a burden on her daughters. She wants to be prepared financially and legally as she gets older.

What’s Your Story?

We’re ready to listen.

Schedule a Conversation