Design a Career That Supports
the Life You Want
Now and in Retirement
Career Planning
We help you navigate work transitions, encore careers, and part-time paths that align with your goals, values, and income needs.
What Is Career Planning?
We help you view your job and benefits through a financial lens to potentially:
Maximize employer retirement plans
Optimize insurance benefits
Manage stock options and equity compensation
Navigate career moves with confidence
The goal? Ensure your work supports your life now—and builds the future you want.
Why It Matters
Your job is a powerful financial tool. Yet many leave money on the table by missing out on benefits or making reactive choices.
With multiple job changes common today, each new role brings different benefits and accounts. Without a plan, it’s easy to lose value or disrupt your long-term goals.
Smart career planning helps you:
Capture full 401(k) or HSA matches
Have the right insurance to protect income and family
Align equity compensation with your investments
Track benefits across jobs
Make career choices that support your retirement timeline and lifestyle
Key Focus Areas
Retirement Plans: Understand contributions, matches, investments, and account rollovers.
Insurance Benefits: Ensure your health, life, and disability coverage fits your needs.
Equity Compensation: Navigate stock options, RSUs, and ESPPs to avoid tax pitfalls and maximize gains.
Career Transitions: Get clear on offers, benefits, and trade-offs at every stage—from job changes to retirement.
How We Help
We customize your career plan to your unique path by:
Reviewing your total compensation and benefits
Aligning workplace benefits with your financial goals
Mapping benefits through job changes
Coordinating with tax, insurance, and investment experts
Offering clear, actionable recommendations
Your career is the vehicle. Benefits are the fuel. We help you drive both with purpose.
Career planning isn’t just for job changes—it’s a powerful, ongoing way to build wealth.