TransitionPG®

Take control of your money + life

Our planning and guidance services to help you take control of your money + life.

Planning:

Financial Plan

Financial Checkup

Retirement Plan

Retirement Checkup

Pre-Divorce Financial Review

Guidance:

Annual Guidance Plans

Moving Beyond Grief

Post-Divorce Transition

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Idea for Family Fitness

Sep 8, 2023

Motivation to stay fit can be challenging at times. Especially when school is back in full swing, and schedules become more hectic. Not to mention, cooler weather and the time change are around the corner. So, how do you stay motivated? Encourage your family to join...

What Will You Do in Retirement?

Sep 7, 2023

As you approach retirement, start envisioning what you want to do during your retirement years. We all have different views of how we want to spend our time. Work will no longer consume 8+ hours of your day. So, what will you do in retirement? Initially, you may think...

Facing Reality After Your Divorce

Sep 6, 2023

Going through a divorce is difficult. Not only does it impact you emotionally, but it also impacts you financially now and in the future. Unfortunately, some people will make decisions during a divorce based on emotion instead of financial impact. For example, some...

What to Do When Your Spouse Dies

Sep 5, 2023

At some point, your spouse may die, or someone you know will become a surviving spouse. We don’t like to think about it, but it's part of life.This life-changing event is flooded with emotions. And yet, you will be responsible for making easy and complex financial...

Questions to Ask Your Spouse About Retirement

Sep 4, 2023

As a CFP®, I help couples with retirement planning. Before calculating if they’ve saved enough money, I ask them what they want to do in retirement. Most couples haven’t really addressed what they would do when work is no longer a factor. They each may have their own...

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