Sophisticated wealth management

Career Change

Changing jobs is something that most people experience at some point in their lives and often can be stressful. Whatever the reasons, leaving your job can have challenges that will affect you, your family, and your financial future.

You will want to review your finances to ensure that you are financially prepared for the next chapter in your life. Careful consideration will be required for your company-sponsored retirement plan along with any settlement package received.

Ensuring that you have a good understanding of all your assets, including company pensions and what decisions are required immediately, and what decisions can wait will help you start from a position of financial strength while you get used to your new routine.