TransitionPG’s 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 offer comprehensive financial planning and guidance services to help you take control of your money and life. Our services are at a fixed price. We also offer financial consulting on a retained basis. 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. When discussing your money, we put y-o-u first!
06/23/2025
Over 50 and contemplating divorce?
Dump your spouse, not your assets: 7 tips for surviving 'gray divorce' Gray divorce can bring liberation. It can also deliver financial ruin.
04/15/2025
money + life tips including how to start money conversations with your spouse - https://mailchi.mp/48a0b03273b5/money-life-tips-2025-04-15
04/14/2025
Do you need help making a financial decision?
Schedule a financial consultation with us https://TransitionPG.as.me/FinancialConsult
04/13/2025
Stop arguing about finances and read our recent blog: Money and Marriage – 5 Steps to Take NOW
https://transitionpg.com/money-marriage-5-steps-take-now/
04/12/2025
How confident are you that you can afford a comfortable retirement lifestyle?
Don't guess your retirement needs.
Read about the unexpected cost for long-term care.
https://transitionpg.com/dont-overlook-ltc/
04/11/2025
Are you handling your aging parent's finances and need help?
Contact us with your financial question: https://TransitionPG.as.me/FinancialQuestion
04/09/2025
About 50 percent of people guess how much they need to save for retirement. Their guess is usually less than actual.
Don't guess your retirement needs.
How confident are you that you can afford a comfortable retirement lifestyle?
Don’t Overlook LTC When Planning For Retirement Learn how LTC can impact your retirement savings. Discover essential information about long-term care and its costs.
04/04/2025
Money and Marriage – 5 Steps to Take NOW
Marriage: How to Discuss Money Together Fun Navigate financial conversations in your marriage with ease. Use our five helpful steps to spark meaningful discussions.
03/24/2025
On Thursday, March 27, from 7 p.m. to 9 p.m. ET, CFP Board will host a free webinar for federal employees. Details:
Managing Your Finances in Uncertain Times: Resources for Federal Government Employees Federal government employees are facing unprecedented uncertainty about their careers. Having the information and confidence to make smart money decisions is more important than ever. CFP Board and CERTIFIED FINANCIAL PLANNER® professionals are here to help.
03/15/2025
priority financial tasks for recent widows + more -
priority financial tasks for recent widows + more But it seems you’re being bombarded with demands to make financial decisions – decisions that can significantly change your lifestyle.