Transition Planning & Guidance, LLC provides financial consulting services to help clients achieve their financial goals. TransitionPG does not sell investment or insurance products and does not manage money. TransitionPG works with clients going through life transitions, offering advice on estate planning, risk management, budgeting, retirement planning, education funding, and investment asset allocation.
Fee Structure
Some clients retain Transition Planning & Guidance for ongoing tracking and monitoring of their financial or retirement plan. They will provide additional written reports as needed or requested by the client.
Transition Planning & Guidance offers services billed at either an hourly rate (usually $200 per hour) or an agreed-upon fixed fee, depending upon the nature of the engagement, the scope of services and complexity of the situation.