Guidance Plans

…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.
Even though your plan is designed for you to implement yourself, sometimes it helps to have assistance during this process.
In addition to helping you implement your plan, we’ll answer your questions during the year, including helping you:
  • Choose company retirement plan options
  • Decide whether to lease or buy a car, boat, or plane
  • Decide whether or not to purchase a home, vacation home, investment property
  • Set up app to track spending
  • Review how assets are titled
  • Update financial records and beneficiary information
  • Analyze insurance quotes – whether for auto, life, long-term care, or disability
  • Assess other professional services, including estate planning attorneys, tax advisors, and investment advisors
  • … and answer many more financial questions you may have during the year
You’ll also receive via email monthly tips to make it easier to manage your money and life.

Rest assure, you will NOT be pushed to a call center. You will NOT be dealing with someone new to the industry and inexperienced in life. You will be dealing directly with an experienced Certified Financial Planner™ professional.

We offer three Guidance Plan levels. Choose one which best meets your needs.

MONEY + LIFE TIPS:

Sign-up for our free monthly Money + Life Tips.

* indicates required
Email Format
View previous campaigns.
We respect your privacy and will not sell your information.

RECENT POST

Calculate Your Full Cost When Choosing A Health Plan

(Update to original post from November 16, 2018) During this time of year, your employer may request you to review your health insurance plan choices and enroll in one. Sometimes these choices are clear to understand. Other times it takes a lot of effort to sort...

Moving Forward After Your Spouse Dies

(Update to original post from November 30, 2017) When your spouse dies, your world falls apart. When it’s an unexpected death, it’s devastating. Even if your spouse was sick and is no longer suffering, it’s a difficult transition to move forward in life. Everyone’s...

My Job – For Better or For Worse

(Update to original post from November 29, 2017) Are you married to your job? In today’s world, there seem to be no boundaries between work and the rest of life. Sometimes it feels as if we have a ball and chain tying us to the office. At one point, there was a push...

5 Key Financial Items To Discuss With Your Aging Parents

(Update to original post from November 13, 2018) As the holidays approach, you may be visiting aging parents who live far away. During this visit, it’s important to pay attention to any changes that would signal declining mental capabilities. Things to look for...

Ways to Keep Loved Ones A Priority During the Holidays

(Update to original post from November 12, 2018) As we roll into the holiday season, our calendars become filled with commitments for both work and our personal life. Gatherings are plentiful, and it’s easy to become over-committed. As you start making plans for the...

SCHEDULE A CALL: