Are you ready to take control of your finances?

 

 

Retiring Soon

 

 

 

Divorced/Widowed


 

Just Need Help

  Want to Save More and Eliminate Debt?

Workshops begin again in February

 

Welcome to Financial Transitions Ltd. 

 

I work with people who want help taking control of their finances.  They want to make their dreams and goals a reality, but they are not sure how.  If you are ready to partner with someone who is committed to your success, then we should talk.  

I provide education, training, practical financial advice and innovative investment solutions that help you take the uncertainty out of tomorrow.  As a Certified Financial PlannerTM and Money Handling Skills TrainingTM Professional Instructor,  I am committed to motivating and inspiring you to transform your life.  Together we can create a plan that will change your relationship with money and create a new financial reality.        Lynn Torre CFP®   

 

Lease Interest

What's the interest rate on the lease you're considering?

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Financial IQ Test

Take this quick quiz to find out your Financial IQ

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Are You Making These Cash Mistakes?

With interest rates at historic lows, what should you do with the money you save?

Never Too Old—or Too Rich—to Consider Life Insurance

There are many possible reasons to consider owning life insurance, even if you have convinced yourself that it's no longer necessary in your situation.

When Tea Leaves Won't Do

Economic indicators can be a good source of clues about trends, but it takes experience and skill to interpret their meaning.

Don't Forget the World

If your portfolio doesn't include some global equities, it may be missing a key dimension.

More Newsletters →