We can help you make a seamless pivot.

Maybe you’re ready for a change in your work life, maybe you’ve received an inheritance or maybe it’s something else entirely. Moments of change can be exciting and open up new possibilities. But it can also feel unsettling to leave the safety of where you’ve been and move toward what’s calling you.

We’re here to help you make the transition in a way that feels good to you. We’ll provide the information and support needed to help explore what’s possible and understand how to move forward toward the life you want.

We’ll help you sort through whatever questions you’ve got, including the sample questions below… and sometimes we end up illuminating a brighter path than you ever thought possible.

 Can I afford to change careers?
 


 What do I do with my old 401K plan and stock options?

 What new possibilities will this inheritance open up?


 How does this change affect my social security?

 What does my new salary need to be if I change jobs?


 How much money do I need to save to change jobs?