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"You are not stuck where you are, unless you decide to be." - Dr Wayne Dyer

You're considering changing jobs, but not certain you are ready? Don't worry, you're not alone. The average person changes jobs and average of 12 times. Making a job change can be very rewarding when done well, however, it requires careful consideration of the costs and benefits. Our 3-step process will help you do just that. 

Note: We view Job Change as a change of employer. It's typically the same position, requiring minimal training and little change to your overall career. Changing Careers? Click Here

1. Goals Alignment

1. Goals Alignment

Why are you exploring a job change? It could be practical. It may be idealistic. But understanding the reasons why will allow you to make the right decisions as you move forward. What are your reasons? 

  • Healthier work environment?
  • Job dissatisfaction?
  • More opportunity for advancement? 
  • More income? 
  • Better work-life balance?
  • Alignment with gifts and values?  
2. Resource Assessment

2. Resource Assessment

You will need to take a hard look at your finances to assess the impact of making a job change--both short-term and long-term. We run a cash flow analysis and long-term forecast, answering:    

  • What's my trajectory if I stay on my current track? 
  • What's my trajectory if I change jobs?  
  • What's the impact on your total income (factoring in stock options, deferred comp, bonus, etc)? 
  • How to plan for a gap without pay while changing jobs? 
  • What are the "hidden" costs of making a job change (transportation, time, workplace environment, relocation)
3. Benefits Analysis

3. Benefits Analysis

  Also consider other benefits that don't show up on your balance sheet: 

  • What's the impact of losing my current employer benefits?
  • Do I have certain benefits (life, disability, terminal illness, 401k) that I should maintain?  
  • How do I compare healthcare coverage? 
  • Does changing jobs change our insurance needs?