For 20 years, we have partnered with career management firms to provide financial counselling services to thousands of their career transition clients.
We offer guidance and advice in the following areas:
- Managing cash flow through the transition period, including debt reduction strategies
- Reducing taxes related to severance, pension, and other income and assets
- Assessing needs and discussing options for disability, life, and health insurance
- Clarifying trade-offs of pension options on termination and retirement
- Managing investments to optimize risk-adjusted returns and minimize fees
- Providing overall financial fitness reviews
WHAT OUR CLIENTS SAY
"Rose provided excellent service, great listening skills, and follow up. She helped provide a smooth transition during a difficult time." - Allison H.