Millennials & GenZ
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Niv Persaud
CFP®, CDFA®,RICP®
Transition Planning & Guidance, LLC227 Sandy Springs Pl, STE D280, Sandy Springs, GA 30328
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Women & Female Leaders
Pre-Retiree
Major Milestones I Specialize In
Divorce Planning
Early Retirement or Financial Independence
Retirement Planning
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
Congratulations on taking control of your money + life! Over the years, life has become more complicated. What used to be normal expectations have shifted. We've redefined many long-held ideas about lifestyle and retirement. For that reason, when I help clients, I look beyond money - I incorporate all aspects of life. My approach draws on techniques I learned throughout my career as a management consultant, executive recruiter, and financial advisor. To help clients define what they want from life, I developed the 5 P's of Life (Personal Relationships, Personal Finance, Profession, Peace of Mind, and Physical Health). In each category, I ask a series of questions to understand your lifestyle. With this information, I can better address your financial situation. I offer an hourly rate to address your financial questions, flat rates for financial/retirement plans, and ongoing guidance at a monthly rate.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.