Mastering Life Transitions: Empower, Protect, and Thrive

Join us for a 2.5-day transformative training from November 13-15, designed to equip professionals with the tools and insights to navigate and protect clients through life’s pivotal transitions while fostering deeper, lasting relationships.

Elevate Your Practice to a New Level

You've sensed a change—a calling to make a more meaningful impact through your work. Now is your moment to step boldly into your calling as a trusted guide, leading others through life's most transformative transitions.

Join us for the Life Transitions Finance Professional (LTFP) Foundations course, a 2.5-day live, interactive training designed for forward-thinking financial professionals who want to serve their clients on a deeper level. Whether you’re a spiritually-minded advisor or simply curious to learn holistic tools, this course will help you blend traditional financial strategies with new approaches to create lasting change.

What You’ll Gain

Advanced Technical Skills: Learn to navigate and advise on the hidden challenges within family law, healthcare, and higher education systems—safeguarding your clients from potential pitfalls.

Holistic Insights: Expand your expertise with techniques unique to this program, incorporating elements like Human Design, numerology, and astrology to gain a fuller understanding of your clients' needs.

Empowerment Tools: Discover how to guide your clients toward informed decisions, helping them protect their futures while navigating dysfunctional systems.

Meaningful Client Connections: Develop stronger, more meaningful client relationships that go beyond traditional advising by connecting on a deeper level, blending logic and intuition.

Community of Visionaries: Join a like-minded group of professionals committed to reshaping personal finance and transforming it into a force for the greater good.

The Impact

Experience the rewarding fulfillment of guiding clients toward financial security while building strong, trust-based connections that stand the test of time. By combining comprehensive financial strategies with innovative, client-centered approaches, you’ll become a go-to advisor who supports clients in achieving meaningful financial and personal growth.

Take the Next Step

Lead the way in transforming the financial services industry. Embrace the integration of comprehensive financial strategies with spiritual insight, aligning your clients’ financial paths with their soul’s purpose and life mission. Channel your inner wisdom and professional skills into a force for positive change.
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Is This Course Right for You?

The Life Transitions Finance Professional (LTFP) Foundations course is designed for visionary financial professionals committed to elevating their practice by transforming the lives of their clients. If you’re a professional who seeks to offer more than just transactional advice—if you’re driven to become an essential partner in your clients' financial AND life journeys—then the LTFP Foundations course is your next step. Join us in transforming the future of financial services, one life-changing decision at a time.

• Real Estate Professionals
  

• Financial Planners/Advisors
  

• Mortgage Specialists
  

• Bankers
  

• Insurance Professionals
  

• Public Accountants
  

• Financial/Divorce/Life Coaches

"We cannot solve our problems with the same thinking used when we created them."
— Albert Einstein

Are You Ready to Ready to Redefine Client Service and Elevate Lives?

Client Case Review 1: The Hidden Costs of Happily Ever After

John and Marie are successful therapists whose decade-long marriage seemed financially sound—from John's pre-marital home ownership to Marie's generous use of inheritance for home improvements. Yet, as they face divorce, they're blindsided by harsh realities: Marie's shock at losing her investment in their shared home due to property law intricacies, and John's struggle to secure a new mortgage after an ill-timed early retirement decision. Their story highlights the crucial role LTFP-certified professionals can play in guiding clients through life's financial maze. LTFP professionals blend technical expertise with intuitive coaching to guide couples like John and Marie. They navigate immediate challenges while instilling enduring financial principles. This holistic approach reduces emotional stress and creates resilience for life's transitions, including critical moments like divorce.

Client Case Review 2: Blended Family, Blurred Finances

Mary is a teacher whose seemingly stable second marriage takes a tragic turn when her husband falls into a coma after a car accident. As she grapples with her loss, Mary faces an unexpected battle with her adult step-children over her husband's assets. The complexity of their blended family finances—involving pre-marital rental properties, joint investments, and unclear funding sources—leads to a costly legal struggle.

Mary's story underscores the vital role LTFP-certified professionals can play in guiding clients through complex financial decisions in blended families. With expertise in both technical financial matters and holistic advising, LTFP professionals can help couples like Mary and her husband make informed choices that harmonize the interests of all family members, potentially circumventing situations like Mary's and saving tens of thousands in legal fees and untold emotional stress.

Client Case Review 3: From Tech Boom to Financial Doom

Demir, a successful tech entrepreneur in his 30s, sold his startup for a substantial sum. Riding high on his newfound wealth, he decides to invest heavily in cryptocurrency and NFTs, believing they're the future of finance. He also purchases a luxury home and several high-end cars, assuming his wealth will only grow. However, when the crypto market crashes and tax season arrives, Demir is blindsided by the tax implications of his startup sale and the complexity of reporting crypto transactions. Simultaneously, he realizes his liquid assets are dwindling rapidly due to his lavish lifestyle.

Demir's choices, while a valuable learning experience, didn’t align with his long-term well-being. An LTFP-certified professional could have guided him to make decisions more in tune with his true values and long-term goals. By exploring Demir's life path and unique design, they could have provided holistic guidance that not only prevented financial setbacks but also fostered sustainable prosperity, empowering Demir to live a life that reflects his authentic self.

Become a Holistic Life Architect: Guiding Clients to True Abundance

The LTFP Foundations course is designed to transform financial professionals into holistic life architects. By integrating advanced financial expertise with intuitive client insights, you'll evolve from a specialized advisor into a visionary guide. This course equips you with the tools to turn your clients' current circumstances into opportunities that align their finances with their core values and life purpose, fostering true prosperity beyond mere numbers.

Master Financial Leadership:
Redefine your role by mastering advanced financial strategies through a holistic lens and innovative techniques. Reimagine what wealth looks like and how it’s managed. Navigate complex financial landscapes with confidence, offering your clients technical expertise that is unparalleled in the industry.

Cultivate Empathy-Driven Relationships:
Enhance your financial guidance by integrating intuitive insights and a profound understanding of your clients. Learn to address the core motivations behind their financial decisions, building lasting loyalty and trust that go beyond conventional client-advisor relationships.

Leverage Innovative Life-Mapping Tools:
Harness both technical and spiritual tools—such as emotional intelligence, numerology, and Human Design—to gain a unique understanding of your clients. Provide personalized advice that aligns with their life trajectories and helps them achieve their personal and financial goals.

Offer Comprehensive 360-Degree Client Care:
Guide clients through life’s pivotal moments with a truly holistic approach. Align financial decisions with their overall well-being, helping them build resilience and stability in an ever-changing world.

Accelerate Your Career Growth:
Stand out in a crowded field by mastering a blend of advanced financial, interpersonal, and systemic thinking skills. Position yourself as an indispensable guide for those navigating life’s complexities, opening doors to new opportunities and leadership roles.

Transform Lives, Elevate Your Business
Secure Your Spot in Our Live Online Training With Amy Adler

Who Should Register

Financial professionals committed to guiding clients through life's pivotal transitions while making a lasting impact.


What You'll Learn

Day 1: Navigating Financial Family Law Challenges

• Unseen Pitfalls: Discover crucial financial family law concepts that are often overlooked but can deeply affect clients during divorce and probate.

• Role of LTFPs: Learn how certified Life Transitions Finance Professionals (LTFPs) can be invaluable partners and advisors in the divorce and probate processes.

• Budgeting Considerations: Explore key timing and strategies for navigating life after divorce and other major life transitions.

• Early Intervention: Develop strategies to protect clients from future family law issues by addressing them earlier in life.

Day 2: Integrating Spiritual Modalities in Financial Planning

• Understanding Deeper Needs: Gain insights into spiritual modalities that reveal clients’ deeper needs and desires, enabling you to provide truly meaningful financial guidance.

• Numerology in Finance: Learn how to use the power of numbers to advise clients in alignment with their soul’s plan.

• Emotional Intelligence: Build skills for working with emotionally charged clients, ensuring you can navigate sensitive situations with empathy and effectiveness.

• Business Mastery: Get tips for successful business and time management to enhance your practice.

Day 3: Putting It All Together

• Implementation Practice: Apply your new technical knowledge and spiritual insights to elevate your client service, taking it to a new dimension.

November 13th - 15th
(2.5 Days)
$1,111.00

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