Financial Planning After a Job Change
Changing jobs is more than just a career move — it’s a major financial event. Whether you're stepping into a bigger role, relocating to a new state, or navigating a severance and benefits transition, the financial choices you make in your first few months can have lasting impact.This free guide was designed to help professionals like you take control during that window of change. It walks you through the key areas to focus on — from taxes and retirement plans to insurance, estate documents, and budgeting — and includes a structured checklist so nothing falls through the cracks.
A Practical Guide & Checklist for High-Earning Professionals
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What’s Inside the Guide: ✅ How to avoid tax surprises when your income changes ✅ What to do with your old 401(k) — and how to choose the best rollover option ✅ How to make the most of your new benefits, insurance, and payroll settings ✅ Estate planning tips if you’ve relocated or crossed tax thresholds ✅ A practical, step-by-step checklist to keep you organized and on track Who It’s For: This guide is ideal for professionals earning $150K+ who’ve recently changed jobs or are in transition. Whether you’re in tech, biotech, consulting, or finance, if you’re juggling multiple accounts, benefits, and goals — this is for you. It’s especially useful if you: • Recently switched employers and haven’t reviewed your financial setup • Expect a bonus, equity event, or severance • Moved between states like MA and NH • Want a clean financial reset after onboarding into a new role How to Use It: Think of this as your financial onboarding checklist. Use it during your first 30–90 days in a new job to handle the essentials. Then revisit it at year-end or before tax season to make sure you're still on track.