The Financial Life Professional Foundation Certificate

The Financial Life Professional™ lives at the crossroads of two critical discoveries: — the discovery of one’s relationship with all things financial — the discovery of one’s relationship with their life’s intentions, goals and aspirations. By engaging in a courageous conversation with the help of tools, technology, and proprietary processes, a Financial Life Professional™ helps people bring these two relationships together to create a Great Financial Life™– a life that is whole, complete, and performing financially.