Meeting You Where You Are

The Transition Navigator™ meets you where you are. Whether you are anticipating a change, have already had your “ending” or are in the middle of the “passage” to your “new normal”, Omega will begin by helping you assess where you are, how best to communicate with you and to address questions like:

• “Am I Ok?” and
• “What Has Changed?”

As Certified Financial Transitionists we bring training, tools and experience to help you navigate the uncertainty, the possibilities and the challenges that come with a significant transition.

We take each meeting one at a time, moving at your pace, focused on supporting you, giving you perspective, and at the same time providing you with the peace of mind knowing you have a trained “thinking partner” to walk you through it all.

Along with supporting you through the personal side of your transition, we’re also working with you to build a solid financial plan and investment strategy for your “new normal”.