Career Transition
Readiness Assessment
Have you been thinking about making a significant career or job change?
Don’t let it be at the expense of your personal finances.
Take our customized 2-minute assessment today to find out if you’re prepared to make your change and determine your next steps.
Question #1
Do you have a clear vision for your career transition?
Question #2
Is your family and inner circle aware and ready to support your vision?
Question #3
Have you named the challenges and practical steps it will take to achieve your career transition?
Question #4
Do you have a short-term cash-flow plan in place to support your career transition?
Question #5
Have you assessed how this career transition impacts your long-term savings plan?
Question #6
Do you understand the financial impacts of best and worst-case scenarios?
Question #7
Do you have a researched plan to replace the employer benefits you may be losing?
Question #8
Have you evaluated the unique financial strategies that your career transition provides such as Roth conversions, Capital gains, and 401K NUA?
Question #9
Do you have an active tax-strategy built into your career transition?
Let’s see how you did!
Provide your contact information to see how prepared you are to make your career change.
Ready to get started?
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Let Us Be Your Guide
At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
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Securities and financial planning offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.
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