Client in career transition could be in any of these situations: getting laid off recently, switched jobs, being offered early-out package. Whether they choose to continue their career in a new job or decide to retire early, their lives along with their personal finance have been disrupted more or less.
NorStar Financial understands the specialized needs of career changers. We know that they will have to make many important financial decisions now that may affect the rest of their lives.
Complete Financial Planning for Clients in Career Transition
– Strategies for continuous health care coverage
– Option execution strategies for stock options granted by former employer
– Evaluation of retirement plan rollover options and the best execution strategies
– Stress test of financial plans under different economic scenarios
– In-between jobs cash flow and debt management including emergency fund planning
– Optimization of retirement income for early retirement
– And more…