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.
PLATINUM
If you need help regularly with financial decisions, then this plan is right for you. As a Platinum client, you receive priority response to emails and phone calls.- You’ll receive two meetings annually to review how you are doing compared to your plan. You’ll also receive an updated plan at the last meeting to reflect changes.
- You’ll have the ability to track the status of all tasks identified in your plan, as well as adjust assumptions in your retirement analysis.
- You’ll gain access to your profile information online where you can update your assets, liabilities, income, expenses, goals, and savings.
- Additionally, you’ll have access to our online budgeting tool to ensure you stay on track.
- This Platinum Guidance Plan has a monthly fee and requires an annual contract. We offer a military discount and a discount for those under 35 years old.
- We meet in person or virtually – whichever is easiest for you.
VIP
As a VIP client, you receive a response to your emails and phone calls in one business day.- You’ll receive one meeting annually to review how you are doing compared to your plan.
- You’ll have the ability to track the status of all tasks identified in your plan.
- You’ll gain access to your profile information online where you can update your assets, liabilities, income, expenses, goals, and savings.
- Additionally, you’ll have access to our online budgeting tool to ensure you stay on track.
- This VIP Guidance Plan has a monthly fee and requires an annual contract. We offer a military discount and a discount for those under 35 years old.
- We meet in person or virtually – whichever is easiest for you.
TRADITIONAL
As a Traditional client, you receive a response to your emails and phone calls within two business days.- You’ll have the ability to track the status of all tasks identified in your plan.
- You’ll gain access to your profile information online where you can update your assets, liabilities, income, expenses, goals, and savings.
- This Traditional Guidance Plan has a monthly fee and requires an annual contract. We offer a military discount and a discount for those under 35 years old.
- We meet in person or virtually – whichever is easiest for you.
MONEY + LIFE TIPS:
Sign-up for our free monthly Money + Life Tips.
We respect your privacy and will not sell your information.
