About the TPA

Development of the Transition Preparation Assessment was led by Dr. Justin Anderson (JSA Advising, LLC.) with the close consultation and assistance of a multi-disciplinary team of legal, financial, business  and Information Technology experts. The Assessment was envisioned from the start to be on online tool to help optimize accessibility for trusted advisors and their clients. Even though the TPA was developed to be a standalone tool that can be fully utilized by the trusted advisor, we do offer training and workshops to help maximize the TPA’s value to trusted advisors and their clients.