We help people manage life’s stages, changes, and events – individuals and their families experiencing these transitions and the professional advisors who know how important it is to help their clients succeed in life.
Meet Dr. Amy
Amy D'Aprix, MSW, PhD, CPCA
President & FounderÂ
Amy D’Aprix is an internationally respected expert on lifestyle issues relating to retirement, aging, caregiving, and family dynamics.
With a Ph.D. in Social Work, “Dr. Amy,” as she is affectionately known, provides down-to-earth, practical, and professionally informed guidance on Life Transitions to individuals, professionals, and organizations.
A compelling, pragmatic, inspirational speaker and coach, Dr. Amy has addressed thousands of Financial Advisors and their clients across North America. She has consulted for the financial industry and trained advisors for over 20 years, providing sound guidance in navigating Life Transitions to ensure the success of overall life goals and financial plans.Â
This passion is reflected in Trusted Advisor of Choice, a program for financial professionals to better understand their clients’ concerns and LifeMap, an exclusive membership site to help advisor's clients proactively prepare for the life transitions they face.
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