Successful Transition Planning Institute

The Platinum Years programs were developed by the Successful Transition Planning Institute (STPI). They take a cognitive approach to the challenge of planning and determining what clients should do with the next third of their lives, specifically targeting the often overlooked “logic” and “heart” issues that can show up as “hurdles” during the transition from a career of business. Using proven, proprietary methodology and a network of professional advisors, we provide peace-of-mind with easy to use transition planning strategies to help clients successfully answer the “what next?” question.