Elevate Your Financial Practice to a Higher Frequency
The Life Transitions Finance Professional (LTFP) Foundations Course merges financial mastery with profound spiritual insights, creating deeper transformations for you and those you serve.
NEXT CLASS
November 13th – 15th
Your Work Isn't As Fulfilling As the Rest of Your Life
You Crave Deeper Meaning
It Doesn't Align With Your Spiritual Connection
Too Often, It Feels Like "the Grind"
Discover How You Can Bridge the Worlds of Finance and Metaphysical Wisdom
Learn How to Spare Clients from Hardships Related to Major Life Transitions
Forge a Deep Connection with Clients By Aligning with Their Highest Good
Join Us for a 2.5-Day Immersive Experience
- Apply spiritual tools and concepts to family finance, investing, and business
- Decode the energy of numbers
- Learn strategies to protect clients from the pitfalls of the current broken financial and legal systems
- Guide clients through complex decisions with clarity and compassion
Our 2-pronged approach is designed to teach you:
- Where the pitfalls are in family law and other relevant systems in the US that result in financial hardship down the road, along with tips and resources to help clients avoid them earlier in their lives, and
- How to develop recommendations in the various areas of family finance that are aligned with your clients’ highest good.
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 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 Careers
- Understanding Deeper Needs: Gain insights into spiritual modalities that reveal clients’ deeper needs and desires, enabling you to provide truly meaningful guidance.
- Using Spiritual Tools 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.
- Self Care Mastery: Get tips for successful business management to protect your energy and 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.
Bridge the Gap Between Money and Meaning
Are you ready to be a true guide in both finance and life planning? It starts with a single click.
NEXT CLASS
November 13th – 15th
$1,111
*Early bird pricing VALID through November 1st, 2024. Price will increase November 2nd.
Amy Adler
Throughout her career in divorce and probate, Amy Adler noticed a troubling pattern: families often faced unforeseen challenges due to financial decisions made earlier in life. For Amy, this realization wasn’t just professional—it was deeply personal. As a CPA navigating her second divorce, Amy experienced firsthand how the legal system, intertwined with the financial industry, fails people during life’s critical transitions.
Drawing on her own experiences and her extensive professional background—spanning roles at Whole Foods Market, ERCOT, and the Texas Health and Human Services Commission—Amy was inspired to create meaningful change. She envisioned a program that would redefine our relationship with wealth by integrating comprehensive financial expertise with a deep understanding of how financial energy reflects our soul’s purpose.
This vision led to the creation of the Life Transitions Finance Professional (LTFP) program.