Financial Transitionists and Their Clients
A Financial Transitionist® is a professional with an established career in the financial services industry* who recognizes the importance and the power of the personal side of money and the unique challenges of transitions. Financial Transitionists® have a rich and comprehensive understanding of how people subjectively experience change, and are able to co-create their highest outcomes with them.
Financial Transitionists® bring process and tools to their client relationships that are not add-ons. Instead, they are intrinsic to the experience of guiding someone through a transition. Their work is embodied; it’s equal parts what they’re doing and how they’re doing it. And it requires a different kind of listening, a letting go of the seat of authority, and an ability to sit with and through uncertainty. It’s not for the average person and it’s not easy work, but it’s some the most rewarding work all of us involved at Aurochs’s Financial have ever done.
View Chart Here: http://www.aurochsfinancial.com/wp-content/uploads/2017/03/Financial-Transitionist-Chart-CeFT-Poster.pdf
Are you ready to create a plan for living the life you’ve always dreamed about? Contact us today to schedule your complimentary discovery meeting.
Your Guide to Financial Independence
Rick Epple, CFP(r)