Guidance Plan
…we want you to implement your plan successfully
After developing your Plan, Transition Planning & Guidance, LLC, (TransitionPG®) is here to help you implement it
We want you to be successful!
… and having someone hold you accountable makes a difference
We’ll begin by creating a task list with deadlines for you to implement your Plan.
This task list will be adjusted as life changes. And you’ll have access to it on our secure online portal.
Additionally, you’ll have access to our online budgeting tool to ensure you stay on track with your spending.
We’ll schedule quarterly virtual meetings to assess your progress. But you can also reach us anytime via email (we typically respond within one business day).
And we can also schedule additional virtual meetings as necessary.
We’ll help you as needed for other financial decisions as they occur. For example, we can help you:
decide whether or not to purchase a new home, vacation home, or investment property
analyze insurance quotes – whether for auto, life, long-term care, or disability
choose investments at your employer-sponsored retirement plan
decide whether to lease or buy a car
develop questions for your investment advisor, tax advisor, and/or attorney
Every month, we’ll send you an email with topics of interest related to money and life.
You will NOT be pushed to a call center. You will NOT be dealing with someone new to the industry or inexperienced.
You will be dealing directly with an experienced Certified Financial Planner™ professional.
We offer our Guidance service only after completing your Financial Plan or Retirement Plan.
We charge a flat monthly fee. There is no contract.
You may end our Guidance at any time. However, the rate is not pro-rated.
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We respect your privacy and will not sell your information.
