TRUSTED RESOURCE NETWORK
One transition can create a lot of moving pieces.
A career change rarely affects just one part of your financial life. Your Wealth Pivot is designed to be a starting point for clarity, helping you understand the financial decisions in front of you and connect with additional professional resources when your situation calls for them.
“You don't need to know exactly who to call first. Start here.”
Our goal is not to be everything to everyone. It is to help you understand what kind of help you may need, then connect you with trusted professionals when the question falls outside our scope.
WHO WE MAY CONNECT YOU WITH
This is about more than a 401(k). It's about the financial ripple effects of a major career or life change, and knowing where to turn next.
How our network works
We start with your situation
During your Wealth Pivot Review, we look at what has changed and the questions it raises.
We identify the right type of help
As questions arise, we help you identify which decisions deserve attention and which type of professional may be best equipped to help.
We connect you when appropriate
When your situation calls for it, we may be able to connect you with a professional in our network. The choice to work with them is always yours.
Where questions often arise after a career change
Taxes
Severance, retirement account decisions and changes in income can all carry tax questions.
Who may help: CPAs and tax professionals
Bookkeeping
Especially relevant if you are moving into consulting, freelancing or business ownership.
Who may help: Bookkeeping professionals
Estate planning
A transition can be a good time to revisit wills, trusts, powers of attorney and beneficiary designations.
Who may help: Estate planning attorneys
Real estate decisions
Relocating, downsizing or holding off on a purchase can depend on your new situation.
Who may help: Real estate professionals
Health insurance
Coverage questions often come up quickly after leaving an employer.
Who may help: Health insurance professionals
Your next career move
A transition can raise questions about your next role, consulting or starting something of your own.
Who may help: Career and business resources
Business ownership or self-employment
Starting something of your own raises questions about structure, taxes and benefits.
Who may help: Accountants, attorneys and business resources
Budgeting and cash flow
Understanding how long your savings may need to last while your income is changing.
Who may help: Our team, and bookkeeping professionals when needed
Retirement accounts and financial strategy
Understanding your options for existing accounts and how your strategy fits your new circumstances.
Who may help: Our team
Clear about our role
Our goal is not to be everything to everyone. Your Wealth Pivot does not provide tax, accounting, legal, real estate or career services. Our role is to help you understand what kind of help you may need, then connect you with trusted professionals when the question falls outside our scope. We want to be the first place you think to start.
Professionals in our network are independent and are not employees of Your Wealth Pivot. A referral is not an endorsement or guarantee of their services, and you are always free to choose any professional you prefer. [REFERRAL COMPENSATION DISCLOSURE, IF APPLICABLE]
Start with a conversation.
Request a complimentary Wealth Pivot Review. We'll help you see which decisions need attention now and who may be best equipped to help.
Private Zoom conversation. No cost. No obligation.