Blog | 5 P’s of Life
Transition Planning & Guidance™, LLC, (TransitionPG®) does not manage money and will not ask you to move your money. We do not sell financial products and will not pressure you to buy investment products. There is no conflict when we talk about your money.
Life is more than accumulating money – it’s about living the lifestyle YOU envision and CAN afford. Over the years, life has become more complicated. What used to be normal expectations have shifted. We’ve redefined many long held ideas about lifestyle and retirement.
Is the American dream still owning your home – or has it been redefined to increase flexibility to move wherever and whenever you want?
Are you still expected to have children – or has it been redefined where couples make their own decisions?
Is retirement still ending your career at 65 years old – or has it been redefined to find your second career in life to keep your mind engaged and youthful?
We used to talk about the balance between personal life and work life. But realistically with technology there are no clear boundaries. We have to figure out how to integrate our life with work – or vice versa. With more integration in these two areas, there is a stronger desire to find work which aligns with your passion. One thing we easily lose sight of is that it doesn’t happen overnight. It’s a journey.
With all these changes from the norm and desire to live many of life experiences, isn’t it time we relooked at how we develop our financial goals? That’s what Transition Planning & Guidance, LLC, (“TransitionPG®”) does – we look at all aspects of life using the 5 P’s of Life – personal relationships, personal finance, profession, peace of mind, and physical health. While money helps you achieve many goals, it’s not the only thing to consider when developing a financial plan.
Once your plan is developed, we provide action-oriented guidance to help you achieve your financial, personal, and professional goals. Planning services have either a fixed rate or are billed at an hourly rate on a retained basis. Guidance Plans have a fixed annual rate, paid quarterly.
Current regulations require Registered Investment Advisers provide certain disclosure
information to clients and prospective clients. One such requirement is to provide either our full Form ADV (the “Brochure”) or a Summary of Material Changes made to the Brochure (including an offer to provide the entire Brochure) since its last filing. Click the following link to read our full Brochure: TransitionPG – Complete Brochure, 2017