Moving Beyond Grief
Your spouse has passed away.
You’re still in a fog, but know you need to take action.
Too many people are telling you what to do.
You need a professional to guide you.
Someone who will be patient and prioritize your needs.
Transition Planning & Guidance™, LLC (TransitionPG®) offers this guidance via scheduled phone or video calls to help you transition into this next phase of life.
Over six months, our Moving Beyond Grief guidance will include:
- Review your situation and list outstanding items to coordinate with your attorney, tax advisor, and investment advisor
- Develop and monitor a list of priority tasks (e.g., name change on bills, updating financial accounts, etc.)
- Evaluate your income and expenses to determine if you need to adjust your lifestyle
- Review your asset protection for potential disability and property/casualty loss
- Assess estate planning needs and updates
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