TransitionPG® Blog
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Is it time for a solo trip?
In Stephen R. Covey's book, The 7 Habits of Highly Effective People®, the seventh habit is to sharpen the saw. This phrase means taking time to renew yourself physically, emotionally, mentally, and spiritually. When was the last time you sharpened your saw? If you...
Are You Following Up?
Do you have a stack of business cards you’ve collected from various networking meetings? Maybe you have several stacks … Have you followed up with these new contacts? Some people are better at following up than others. But most of us, get stuck with the “I meant to...
Four C’s BEFORE Hiring a Financial Advisor
Have you been thinking about hiring a financial advisor? Before rushing into a decision, do your research on the four C’s. 1: Credentials Most financial advisors have credentials after their names. Research these credentials to find out if they’re nationally...
Reality Check All Relationships When Contemplating Divorce
When working with clients contemplating a divorce, I shed some light on the reality of relationships after a divorce. Some of this information is from my experience. Some information is from other clients who have experienced divorce and are dealing with the...
7 Ways to Clean-up Your Finances
As we move closer to the tax deadline (April 18th this year), spend a few extra minutes cleaning up your finances. Since you’re already gathering all your financial paperwork, take time to do the following tasks. 1- Consolidate bank accounts. The Federal Deposit...
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