Transition Planning

What is Financial Transitions Planning?

Financial Transitions Planning was created to fill a gap in the world of financial services. It was born out of the desire to identify and work through the struggles that cause problems during major life transitions, as well as to create ways to enhance transitions that are going well.

Life transitions can be difficult.
If yours is difficult, we can make it easier.
If yours is going well, we can make it even better.

SWA’s owner and founder, Harry Moran, is trained to help clients navigate all major life transitions but has developed a special focus on widowhood and widowerhood, inheritance, and retirement. Being part of the Financial Transitionist® community gives Harry the ability to refer cases to other qualified specialists when appropriate. Please see the links below for additional information and resources:

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