Hi! I’m Heidi! So nice to meet you!

Heidi Hilton is the owner of Milestones Life Transitions. For more than two decades, she has been helping clients create life and financial plans to support their unique needs and long-term goals. Through her professional and personal life experience, she helps clients think through issues important to them so that they can make better decisions to prepare for the future. 

Clients often consider her their Personal CFO. She draws upon diverse skills and experience to meet the needs of clients. She is also a college professor and is a passionate life-long learner. She has degrees in allied health and elder care, and a master’s degree in business. She promotes financial literacy with clients so they can make better decisions. Heidi is a licensed insurance professional and has a Series 65 license. She also partners with her husband’s firm to offer life, health, and property/casualty insurance. 

Heidi knows firsthand about life’s unexpected ups and downs. When Heidi’s grandmother was age 35, her husband passed away without life insurance, leaving her with no other option but to enter the workforce to support their four children. She eventually remarried and her second husband again passed away with no life insurance. As an adult, Heidi was hit by a drunk driver as she was on a walk while pushing her daughter in a stroller. She suffered a closed-head injury and had to relearn how to walk, talk and take care of herself. A few years later, she was injured in another auto accident and lost her vision for several months. These were the motivating factors in her desire to help others protect themselves from future unforeseen challenges.