Life is more than accumulating money – it’s about living the lifestyle you envision and can afford.

Over the years, life has shifted beyond normal expectations.

We’ve redefined many long-held ideas about lifestyle and retirement.

Our dreams may have shifted from only home ownership to a broader vision for financial flexibility.

Our relationships may or may not include being married with kids.

Our retirement may be the end of one career path but the start of an encore career.

We used to talk about the balance between personal life and work life. But realistically with technology, there are no clear boundaries.

We have to figure out how to integrate life with work – or vice versa. With more integration in these two areas, there is a stronger desire to find work that aligns with your passion.

One thing we easily lose sight of is that it doesn’t happen overnight. It’s a journey.

With all these changes from the norm and the desire to live many life experiences, isn’t it time we relooked at how we develop our financial goals?

That’s what Transition Planning & Guidance, LLC, (“TransitionPG®”) does – we look at all aspects of life using the 5 P’s of Life – personal relationships, personal finance, profession, peace of mind, and physical health.

While money helps you achieve many goals, it’s not the only thing to consider when talking about your finances.

Once we understand your lifestyle goals, then we can provide a plan for you to follow. You’ll be able to take control of your money and live your life the way you envision it.

Media Mentions:

At Transition Planning & Guidance, LLC, (“TransitionPG®”), our vision is for everyone going through a life transition to incorporate finances when making decisions about their new lifestyle.

Our Founder, Niv Persaud, CFP®, is frequently in the media sharing her insights on money + life. Click on the below titles to view where she's been quoted.

Uncomfortable Conversations: How to handle grandparents who spoil kids with holiday gifts.

Are you leaving money on the table? How 1 in 4 couples are missing out on 401 (k) savings

Feel Free To Ignore This Outdated Financial Advice

Here’s how much emergency savings you need amid economic uncertainty, according to financial advisors

Rules, what rules? Here are 7 financial commandments you can actually break.

Save for a Down Payment and Retirement, All at Once? It’s Tricky.

How to cure a holiday debt hangover

How to Pay for a Nursing Home With No Money

What Should Consumers Know About Home Equity Loans and HELOCs? 

Rising interest rates makes cash management fun again

Four Personal Finance Rules That Need a Revamp

70% of Americans are worried about a recession. Here’s what they can to do to prepare

How to close a joint bank account when you're going through a breakup or divorce

How Much Should You Have in an Emergency Fund? (Expert Roundup)

Should You Rent or Buy When Mortgage Rates Are High?

How to refinance an underwater mortgage

Getting a divorce? Here’s how to tackle those money issues

5 Steps to Successful Budgeting as a Couple

Guide to Financial Planning After a Cancer Diagnosis: Planning Is So Important For Peace of Mind