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Changing your career, accepting a new position and corporate relocation are significant life transitions that shoulder important personal and financial related decisions.
With solid preparation and an adaptable financial life plan in place to guide you, we can help you to avoid common financial related mistakes.
YOU'VE COME TO THE RIGHT PLACE!
Over the course of three decades, we've helped thousands of people just like you navigate job transitions.
Your situation is unique and requires a tailored game plan that will help you move forward with clarity and confidence.
Understanding how much you need to cover your basic living expenses, how to handle employer retirement and insurance plans, managing your potential tax liability are all of utmost importance. It's also critical that you are able to take a step back and appreciate all of the positive things you have in your life and not let this bump in the road appear to be an unsurmountable mountain.
How is this transition going to impact my short and long-term financial & life goals?
Am I still on track to pay my bills, send my kids to college and one day retire?
Where do I go first, second, etc. for money if I need it now?
What do I do with my retirement accounts?
What happens to my employer life/health/disability/Long-Term Care benefits?
Should I go on COBRA?
LifePrint® Advantage will help you understand what drives the emotions that contribute to your financial mindset. Through a series of interactive discovery-based exercises, we will help you to align your decision-making with your ideal life.
By considering the bigger picture items in your life, together we can identify the priorities you need to address so you can navigate your career change transition with clarity and confidence.
Identify and clarify your personal goals
Consider the trade-offs that come when making important financial decisions
Create an action plan to prioritize, implement and review your financial position ongoing
Gain an understanding of your closest loved ones' goals and priorities
Never regret a day in you life. Good days give you happiness & bad days give you the experience you need to grow.
– Author Unknown
By learning together our work will result in an individualized life financial plan to help you maintain the lifestyle you desire now and into your future.
We will proactively review and adapt your customized plan throughout the years as you move through life with financial clarity and confidence.
We provide you with advanced tools and technologies that offer you a real-time snapshot of your complete financial overview online 24/7.
Most important, we will be by your side to advise, answer your questions and educate you every step of the way throughout your career change transition.