Atlanta, Georgia 30342
Niv Persaud, CFP®, is the Founder of Transition Planning & Guidance™, LLC. She believes life is more than accumulating money – it’s about living the lifestyle you envision and can afford.
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, Niv looks beyond money when helping clients. She incorporates all aspects of life.
She developed the 5 P’s of Life (Personal Relationships, Personal Finance, Profession, Peace of Mind, and Physical Health) to help clients define what they want from life. Once she understands their vision, she can help them save for their lifestyle.
Transition Planning & Guidance™, LLC, (TransitionPG®) does 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.
We offer comprehensive financial planning and guidance services to help you take control of your money and life.
Our mission is to help you 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.
With our Divorce Financial Review, you will receive a document to use when meeting with your family law attorney to determine your divorce strategy. Your Divorce Financial Review will help you avoid common financial mistakes. It will help you better understand your financial situation in your new post-divorce life. For more information about this service, visit http://www.transitionpg.com/financial-review/divorce-financial-review/.
Once your divorce is final, you’ll need help with the transition into your post-divorce lifestyle. TransitionPG® offers this guidance via scheduled phone or video calls to help you transition successfully. For more information about this service, visit http://www.transitionpg.com/post-divorce-transition/.
We offer a 10% discount on services for all active-duty, reserves, veterans, and retired members of the U.S. Armed Forces. We appreciate the sacrifices you and your family made for our freedom and protection. Please mention this discount when you contact us.
Professional ActivitiesNiv has over 25 years of business experience as a strategy and finance executive. Her work history includes firms such as Korn/Ferry International, Northern Trust, Merrill Lynch, and Commerzbank AG. She is frequently quoted sharing her insights on money and life. She has been quoted in Forbes, Reuters, CNBC, Money, and USA Today. She attained her Certified Financial Planner™ professional designation in 2005. She also holds a Chartered Retirement Planning Counselor℠ designation, a Certified Divorce Financial Analyst® designation, and Retirement Income Certified Professional® designation. All these designations require additional education and exams to attain them, as well as continuing education requirements. She graduated from Georgia Institute of Technology with a Bachelor of Industrial Engineering which established a strong foundation in her analytical and business skills. Niv actively gives back to the community through her volunteer efforts. She participates in Women Shaping Shepherd (a giving circle to help underfunded programs at the Shepherd Center in Atlanta). She is also a Legacy Advisor at Children’s Healthcare of Atlanta. Niv recently served on the Board for Zoo Atlanta. She is a past-President for the Financial Planning Association of Georgia (professional organization for CFPs with over 500 members). Additionally, she served on the Georgia Tech Women Alumnae Network Board and the Georgia Tech Women Resource Center Advisory Board. She has also held leadership positions with her church which has over 2,500 members.
Georgia Institute of Technology, 1990
Tallahassee Community College | Certified Financial Planner™ Certification | 2004
College for Financial Planning | Chartered Retirement Planning Counselor Certification | 2005
Institute for Divorce Financial Analysts | Certified Divorce Financial Analyst™ Certification | 2013