Who We Serve

Curious About
a Career Shift

At a Glance

Have you decided that you’ve done all you can or want to do in your current career? Have your interests changed? Is there another field that you’ve become passionate about?
You’re considering making a change, but you have questions.
  • Can I afford the necessary training without jeopardizing my other goals?
  • What options are available to me to shift my focus quickly or over time?
  • What financial changes should I make now to prepare for a career shift?
  • What financial impact can I expect after making a career shift?

Curious About a Career Shift

Pivoting to a new career can be fulfilling

A new career can reinvigorate you and give you new purpose.

In some cases, you’ll be applying what you’ve learned in life to solve problems differently than you do in your current career. And sometimes you’ve identified problems you want to solve but you’ll need more education or training.

We’ll help you understand the short-term and long-term financial impact of a career change.

Your Path to Success:
A personalized, holistic financial plan

STEP 1

We’ll begin by exploring your options and diving into the “why” behind your goals, so that we can begin to outline the next steps

STEP 2

We’ll review your full financial picture to see what can be adjusted to support your break or career shift, while still keeping your long-term goals in sight.

STEP 3

We’ll build a plan for how to fund this next phase using the right mix of income sources and investments, and adjust as your life and goals change.

What You Get

A plan for the short-term and long-term financial impacts of a career change

A plan to accommodate any expected short-term reduction in income and savings

An understanding of the expected long-term impact of your career change

A strategy to leverage your strengths and use your assets efficiently going forward

Let’s Talk About How to Bring
Your Vision to Life

Schedule a quick call to see how we can help make it happen.

Book a Free Intro Call

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