Schedule Appointment with Transition Planning & Guidance

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Our mission is to help you achieve your financial, personal, and professional goals.

Transition Planning & Guidance™, LLC, (TransitionPG®) offers comprehensive financial planning and guidance services to help 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 financial products and will not pressure you to buy investment or insurance products.

Some services require information prior to the call to help us better understand your financial situation.

If you don't see a preferred date and time, please contact us at info@transitionpg.com.

www.transitionpg.com

Consulting

General Inquiry

10 minutes @ $10.00

If you're unsure which of our services would be best for your situation, schedule a "General Inquiry" call.

During the call, we'll discuss your situation and select the best service for you.

We will apply this fee to any service you purchase.

Financial Question

15 minutes @ $50.00

Do you have a financial question that will help you determine the right course of action for your situation?

If no analysis is required to address your question, schedule a "Financial Question" call with us.

We charge $200 per hour but bill in 15-minute increments (please note we round up our time).

You'll be required to pay for the first 15 minutes now. Charges for the rest of the call will be collected afterward.

Financial Consultation

1 hour @ $350.00

If you need us to analyze information to help you make a financial decision, schedule a "Financial Consultation."

Before our call, we'll send you a link to upload information for us to analyze.

During the call, we'll spend an hour discussing your situation, answering your questions, and presenting possible solutions.

This analysis and consultation cost $350.

If the consultation exceeds an hour, you will be billed $200 per hour for the additional time.

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