As a professional in the tech sector, would you ever recommend that someone invest in a company that lacked a CFO? We sure hope you wouldn’t. But as a tech professional in the midst of a job change, you might be doing something very similar to yourself.
Think of your broader career in tech–and your recent job change–as a company that needs to be financially managed in order to thrive. If you don’t have a financial plan, you’re just like a company operating without a CFO.
When you start at your new firm, will you know:
Your job change presents you with the chance to make key decisions to build lifelong wealth. This digital guide can help you make the most of the exciting financial opportunities in front of you.
Once you’ve started working at your new company, you’ll need to check off a few tasks for a smooth and successful transition. Don’t forget to:
Once you've dealt with all of this, it’s time to take a closer look at your financial opportunities, perks, and benefits.
Many tech employers offer their top employees a range of compelling financial opportunities.
A financial planner can help you build long-term wealth by evaluating the value of any financial perks and benefits you have access to.
Some popular examples include:
Apart from these considerations, a financial planner can also help you pursue your vision for retirement, and make sure your family is optimally provided for.
As you plan for your job change, saving and investing for your retirement should be top-of-mind.
If you had a 401(k) with your previous employer, you’ll need to decide whether to:
If you’re married or if you have children, you’ll have an additional set of issues to grapple with. Do you know how to:
Changing jobs in tech is exciting and full of opportunities. But you need to know how to navigate the financial landscape to help take advantage of those opportunities–and, ideally, a partner who can help you along the way.
Hiring a financial planner represents an important step in someone’s financial life. It’s an investment in creating your desired future–safeguarding and planning for those things you’ve worked so hard to attain.
At Tailored Cents, we help our clients take charge of their financial lives with a three-step process:
Building long-term wealth is all about creating a customized plan that’s right for you, and then sticking to it while also being flexible when necessary.
Your job change represents not just a new chapter in your career, but also a new chapter in your finances. A financial planner can help you take charge of your money, invest with clarity and confidence, and build the life you’ve envisioned for yourself.
If you’re ready to take charge of your financial life and create a tailored plan, schedule a free no obligation introductory call today.
This material was created for educational and informational purposes only and is not intended as ERISA, tax, legal or investment advice.