Career Change or Job Loss Checklist

The change of a career can be an exciting time and, conversely, the unexpected loss of a job is one of the most impactful and emotionally stressful events one can experience. This check list is designed with a goal to be a simple, organizing resource to ensure that every area of a person’s financial life is addressed in a timely and systematic manner.

Insurance Review

  • Medical/Dental
  • Unemployment
  • Life
  • Disability
  • Long-term care

Employee Benefits

  • Cobra
  • Severance
  • Outplacement service
  • Retirement plan

Portfolio Review

  • Investment strategies
  • Asset allocation
  • Risk tolerance
  • Time horizon
  • Diversification
  • Contributions
  • ESG

Financial Planning

  • Changes to cash flow
  • Short-term and long-term goals
  • Emergency fund
  • Monte Carlo analysis