Career Transition or Job Change

Changing jobs, switching careers, or stepping into a new professional chapter brings opportunityโ€”but also uncertainty. A career transition is more than a resume update; itโ€™s a chance to reevaluate your financial priorities, benefits, and future goals. Whether youโ€™re making a move by choice or circumstance, we help you navigate the financial implications with clarity and confidence.

Why It Matters

A new position often means changes to salary, equity compensation, retirement plans, insurance, taxes, and overall financial direction. Overlooking even one of these areas can result in lost benefits, unnecessary taxes, or a misaligned investment strategy. We help ensure that each part of your financial life transitions smoothly alongside your professional move.

How We Help

We bring structure to moments of change by helping you assess, align, and act with purpose:

  • Evaluating equity awards, options, RSUs, and deferred compensation
  • Rollover and consolidation of old 401(k), 403(b), or pension accounts
  • Adjusting cash flow plans and emergency reserves
  • Reassessing risk tolerance and investment allocations
  • Addressing relocation, home sale/purchase, or cost-of-living changes
  • Updating insurance, estate plans, and tax strategies to reflect your new role

Career Transition / Job Change Navigator

Design a disciplined transition plan. Capture targets, quantify runway & offers, close skills gaps, and execute a 30/60/90 search cadence. Runs entirely in your browser; no data is sent anywhere.

Updated: Sep 4, 2025

1) Current Profile

2) Targets & Readiness

Used to create a focused upskilling syllabus and project plan.

3) Offer Comparison (optional)

Field Offer A Offer B Current
Base ($)
Bonus target ($)
Equity/RSUs ($/yr)
Sign-on ($)
401(k)/match (% of pay)
Health premiums ($/mo)
PTO (days)
Commute/remote
Tool will compute Total Compensation (TC) estimates and flag cost offsets (health premiums, commute).

Quick Indicators

Runway
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Months of expenses covered.
Search cadence
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Networking hrs & apps/week.
Offer delta (A vs B)
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TC difference (est.).
Educational tool only; not legal or employment advice. Confirm non-competes, severance, and benefit terms with counsel/HR before signing.

Plan Overview

Fill inputs and click โ€œGenerate Planโ€.

Why this approach

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30 / 60 / 90-Day Execution

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Upskilling Syllabus & Networking

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Offer Evaluation Summary

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Notes (printable)

Important compliance notes
  • This tool is educational and does not provide legal or employment advice. Verify non-compete and restrictive covenant enforceability with qualified counsel.
  • Benefit valuations (healthcare, PTO, retirement match) are estimates and vary by plan design and personal usage.
  • No PII is transmitted; all logic runs client-side.
Global Advisers โ€” Career Transition or Job Change

Common Triggers

Clients typically engage us when:

  • They are leaving a job and unsure what to do with retirement accounts
  • Theyโ€™re moving to a new role with a more complex compensation structure
  • Theyโ€™ve been laid off or accepted an early retirement offer
  • Theyโ€™re starting a business, consulting, or taking time off
  • Theyโ€™re relocating or adjusting to a different cost of living

How We Add Value

We turn job changes into strategic planning opportunities. Our clients benefit from:

  • Clear guidance on managing multiple benefit plans
  • A coordinated approach across tax, investing, and cash flow
  • Experience with executive compensation, equity, and bonus structures
  • Objective, fiduciary advice focused on their long-term success
  • A personal financial roadmap tailored to the next phase of life

Every Career Step Deserves a Financial Strategy

A job change can redefine your lifestyle, your goals, and your net worth. We help ensure your financial decisions keep up with your professional momentumโ€”so each move moves you forward.

Get Started

Ready to Begin?

Letโ€™s Talk
800.832.8514

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