How are you
doing financially? Do you need a checkup to make sure you’re on track to living
the lifestyle you envision?
Transition Planning & Guidance™, LLC, (TransitionPG®) offers a Financial Checkup consultation to assess your overall financial health.
We do not manage money, therefore, you will not be pressured to move your money.
We do not sell financial products, therefore, you will not be pressured to buy investment or insurance products.
We focus on YOUR financial goals. If you need to gauge if you’re financially on track, then this option is right for you.
Prior to our call, we’ll gather pertinent information from you. During our phone or video call, we’ll review your cash flow.
We’ll also address your saving strategies for experiences and things you want now and in the future.
review documents you need “just in case” and other planning documents
necessary to provide for your family.
At the end of
our call, you’ll have more confidence about where you are financially and what
you need to address.
Contact us at firstname.lastname@example.org to schedule your Financial Checkup.