^{Career Change}Navigating a Career Change With Your Finances Intact

Whether it's a new industry, a promotion, or starting your own business, a career change touches every part of your financial plan.

How We Helped Clients Plan a Confident Career Pivot

“I'd been a client since 2015, after Greg took over for my previous advisor when he passed away. In 2020, I decided to leave the security of the insurance industry — where I'd spent years in underwriting and marketing— to join a nonprofit in New Hampshire, work that let me give back and help children and families. That was a real leap, trading a secure income for something that mattered more to me. Greg gave me the direction I needed to feel comfortable making the change. Through every market swing since, he's stayed calm and consistent, always focused on stability and long-term value.”
— Len R.

“My company was aquired by a major player in tech, and once again I found myself being placed into a new role with growth opportunity. Greg helped me with the transition of company benefits available to me"

— Marie C.

Client Testimonials

Changing Careers, Not Losing Ground: A Financial Guide

Free Guide - Prosperity Pathways

A practical guide to managing benefits, equity compensation, and cash flow through a career transition

Download Guide

Additional Resources

More Ways to Get Informed

● Choices for Your 401(k) at a Former Employer

● Catch-Up Contributions

● Choosing a Business Structure

● How Women Can Prepare for Retirement

● FIRE Retirement

● Encore Careers: Push Your Boundaries

● Follow Cambridge Cape Cod Advisors on social for ongoing insight

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^{AS YOU MAKE THE LEAp}The Decisions in Front of You

A career change is a good moment to revisit the whole plan, not just the paycheck. Areas to address:

● Benefits transition considerations (health insurance, retirement plan rollover, PTO payout)

● Vesting and forfeiture considerations for equity compensation

● Tax bracket considerations for an employment gap or pay change

● Cash reserve considerations for the transition period

● Updating your financial plan's goals and timeline

These are general considerations — specific ages, thresholds, and deadlines change over time and can vary by situation. We'll walk through exactly what applies to you.

^{our commitment to you}Guided by What Matters Most

Strategies built around you. Values you can count on.

We create strategies tailored to your specific needs and goals. Years of experience have prepared us to guide you through life's transitions, and we do it with trust, honesty, and integrity. We believe values matter, and we live ours every day.

Let's make sure your next step is a step forward, financially too.

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^{Contact Us}Let's Start With
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A 15-minute call is the best place to start.

Fifteen minutes is enough to know whether we are the right fit. Reach out and we will find a time.

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Career ChangeNavigating a Career Change With Your Finances Intact