Life Transitions Planning LLC

When life events seem overwhelming and you find yourself stuck at a crossroad, Life Transitions Planning, LLC can help you make the right decision.

The mission at Life Transitions Planning, LLC is to help clients to arrange their financial decks and see that success isn’t just about holding good cards but in a well-played hand. Our focus is to help clients Be Prepared with Solid Advice for Every Major Life Transition – a passion to which we fully commit.

We take a disciplined approach to positioning portfolios to be in line with clients’ needs, risk tolerance and time frames. We are very devoted to the protection of the portfolios that are entrusted to us and use an efficient and repeatable process to deliver consistent positive results.

We offer al la carte solutions, and per hour advice and are well equipped to handle all of your financial needs.
With well over 22 years of financial planning and investment experience and four exclusive advanced professional designations, we have a vast array of knowledge providing clients with the knowledge and experience and needed to make the best, informed decisions for their particular circumstances and support them in simplifying their financial lives.

Certified Divorce Financial Analyst – CFDA™
Certified Financial Planner – CFP®
Certified Investment Management Analyst – CIMA®
Chartered Retirement Planning Counselor – CRPC ®