Are You Ready To Take Control Of Your Money + Life?
Divorce & Retirement
Financial Planning
TransitionPG
Transition Planning & Guidance™, LLC, (TransitionPG®) does not manage money and will not ask you to move your money.
We do not sell financial products and will not pressure you to buy investment or insurance products.
We offer comprehensive financial planning and guidance services to help you take control of your money and life
Life is more than accumulating money – it’s about living the lifestyle you envision and can afford.
Over the years, life has become more complicated. What used to be normal expectations have shifted.
We’ve redefined many long-held ideas about lifestyle and retirement.
- Is the American dream still owning your home – or has it been redefined to increase flexibility to move wherever and whenever you want?
- Are you still expected to have children – or has it been redefined where couples make their own decisions?
- Is retirement still ending your career at 65 years old – or has it been redefined to find your “encore” career in life to keep your mind engaged and youthful?
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 our 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.
Our Clients:
Our clients tend to be going through a transition in life, causing them to reflect on life and seek help with financial decisions.
They may be graduating, getting married, expanding their family, finalizing their divorce, changing their career, embracing an empty nest, caring for aging parents, planning for retirement, and numerous other changes we experience in life.
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.
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
