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Our Services

Transition Consulting

​We are dedicated to providing the support, guidance, and service that is required when moving your book of business, while minimizing any business disruptions.  We have the ability to develop a customized Transition Re-Papering Plan.  We are knowledgable of the paperwork requirements for most custodians.

Administrative/Project Support

After the Transition period has concluded, we are available to extend our agreement to assist with administrative tasks (i.e. opening new accounts and processing client requests) as an advisor gets their office up and running.

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Speaking Engagements

Are you looking for a charismatic and engaging speaker who is able to deliver exceptional transition expertise within the financial industry while also focusing on resilience, diversity, and empowerment?  I would love to partner with you for your upcoming event. 

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