Starting a new job? Tackle your finances head-on with our financial checklist and hit the ground running!
Your financial checklist for starting a new job

A change in employment comes with a host of emotions and to-do lists. During the transition, it's especially important to make sure you're financially prepared. In this article, we'll talk about how to keep your money on track during a career transition and important considerations to help inform your overall financial picture.
"For planned transitions, I may talk to a client about how we can optimize their financial plan to either boost their savings or maximize their income. Are they taking advantage of all the benefits they can at their current job? In contrast, if they're going through an unplanned transition, we may discuss how they can absorb the financial impact of not receiving income in the interim."
—John Scott, CFP®
Your path to getting a new job—whether planned or unplanned—is important to consider because of the effect it may have on your finances. Once you've started your career transition, the following financial checklist can help you kick off your new job with confidence.
"It's always a good time to make sure your beneficiary designations are correct, especially if you've had a major life change."
– John Scott, CFP®
Interested in talking to an advisor to help keep your finances on track?