"I went for it...Now what?"You recently made a career change. Now how do you go from survive to thrive? A successful career change requires so much time and energy, there's often none left for your personal finances. Our 3-step process helps you take inventory of your personal finances so you can spend time on what matters most. 1. Goals Alignment Making a career transition is hard. Sometimes you need a reminder of why you decided to do this. Take inventory of where you are today. Are you seeing the impact you intended? More income? Job satisfaction? Opportunity for advancement? Better work-life balance?Better alignment with gifts and values? Ownership? 2. Resource Assessment What has been the impact of career change on your finances? We run a cash flow analysis and long-term forecast, answering: What's my current trajectory? Am I on a sustainable path or do changes need to be made? Are there other sacrifices I'll need to make to support my career change? How do I manage my assets during this time of transition?How do I handle debt during this time? What are the "what-if's" that can derail my plan? 3. Benefits Analysis Also consider other benefits that don't show up on your balance sheet: Have my needs changed since making my career change? Am I maximizing my new employer benefits?Should I be utilizing employer benefits vs personally obtainingAre my current benefits portable? Have I left behind any previous employer benefits (i.e. 401k, HSA, Stock Options) Schedule a call to help with your career change.