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.
Our mission is to help you define and achieve your financial, personal, and professional goals – especially during life transitions. Through our planning services and guidance plans, you take control of your money and life. We do not manage money and will not ask you to move your money. We do not sell products and will not pressure you to buy investments. There is no conflict when we talk about your money.