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Becoming a Transition Financial Client

Now that you have learned about us and determined that our services may benefit you, it’s time to share some information about yourself. This will make our complimentary, no obligation conference call with you more worthwhile as we will be in a better position to discuss the unique planning opportunities and obstacles your financial situation presents. To complete our FactFinder:

  • Sign up and download the appropriate fact finder for your destination country (button below)
  • Complete the form and return it to us by fax, mail or scan and email
  • Once we receive your Fact Finder, the principals of the firm will review it and our office will get in touch with you to discuss the next steps.

The clients who typically benefit the most from our services:

  • Want comprehensive wealth management that includes things like tax planning/preparation, retirement projections and assistance with estate plan design for example
  • Want someone to manage their investment portfolio in Canada and the US
  • Ideally haven’t moved yet or just completed their move
  • Believe in proactively planning out their finances to achieve their goals and want help to do so
  • Have an investment portfolio of $1M+ which usually translates to a net worth of $1.5M+
  • Are willing to pay for the right advice, which can be upwards of $10,000+

Do you have questions?  You can reach us by:

Phone:   (480) 722-9414

Fax:       (480) 812-2090


Online Chat: Click bubble on lower left side of your screen.

Ask a Question: Complete short form on right side of your screen.


Thank you for your interest in Transition Financial.  Click the appropriate button below and let’s get started!

Moving To or Living In The U.S.

Moving To or Living In Canada