Paula F. Osenni, CFP has spent 25 years in private practice providing financial advice and investments to help clients meet their life goals. Paula has a Masters in Finance, holds the CFP (Certified Financial Planner) designation and was a Five Star Wealth Manager 3 consecutive years before founding Act 2 Transitions. After going through the process of finding her own unique voice, Paula decided to focus her Act2 on helping others to embrace the possibilities that can exist in the space between working and retiring. Her efforts have culminated in the resources, tools and advice of Act2 Transition Resources.More
At Act2 Transitions, we believe that each of us has a unique set of experience, skills, perspective and circumstances. These combine to create individualized opportunities for bringing authenticity to our lives and sharing these talents for our fulfillment and for the good of the world.
We recognize that financial viability is key, and our life planning service specializes in providing financial strategies as well as tools to help translate your vision into reality.More
Getting to your next chapter of a more meaningful and fulfilling life can be challenging and confusing. There is little in the way of comprehensive guidance – but there are resources. Rather than reinventing the wheel, we accumulate scattered resources that may already exist and combine them with our tools and individualized guidance to provide a framework of support for your journey.
Financial and Life planning is the art or human side of financial planning. Financial tools and strategies can be very powerful, but they are the means – not the end.
Whatever your preferred method – help is right here! Our group coaching is designed to offer a non-committal way to learn about the process of transitioning and engage with others.
Visit often to see new events – both physical and virtual being offered. Click on the “Events” tab for details.
Be part of the conversation! Send in your stories, frustrations, roadblocks and successes. I will share these anonymously for others to benefit, and may weave them into articles about the journey!