You may be changing jobs voluntarily, or you’ve received an offer for a severance package or have been selected for workforce reduction. This can be a challenging and uncertain time, whether it’s a change you hoped for or feared.
This can be a stressful time because you may be asked to make some very important decisions in a short period of time. Important questions include:
Let our team of experienced Wealth Managers guide you through this transition. With decades of experience navigating economic downturns and assisting clients from Alphabet and many other companies, we are here to support you.
We can help you with this decision process – by using our comprehensive financial planning process to look at each of these different scenarios, we can help guide you to make the decisions that are the best for you to achieve the future you have in mind for yourself and your family.