Navigating finances during a job transition

We'll work with you to help make sure the transition to your new job is as smooth as possible.

Financial Planning During a Job TransitionStress can be high during a job transition or after receiving a severance package. It is during these times that having a trusted advisor by your side to help you navigate the process can really make all the difference. 

Our team of financial advisors can help you:

  • Prepare to transition away from an old benefit package and discuss the pros and cons of securing a continuation of benefits (e.g. life or health insurance) from your old job
  • Evaluate the benefit package at your new employer
  • Understand the potential impact on a pension
  • Manage a severance package
  • Review your stock option agreement including executed or vested stock options, SERP, and deferred compensation payout elections
  • Discuss options for your old 401(k) or employer-sponsored retirement plan
  • Assess the potential impact on your short and long-term financial planning goals
  • Explore "what-if" scenarios as you consider new opportunities

Whether you've voluntarily left your employer to pursue a new opportunity or are contemplating next steps after a merger or layoff, career transitions can be overwhelming. There is a lot to manage and you likely have many unanswered questions. Clients may find solace in knowing that we have worked to help others in the same situation find a smooth landing.