Career Transition Planning

Changing Jobs? Starting a Business? Let's Talk.

Career transitions aren't just about new opportunities—they're also financial minefields. Whether you're moving to a new role, launching a business, or stepping into retirement, your financial life is about to shift in a big way. At Pointer Creek Wealth Management, we help you navigate these changes without blowing up your financial future.

The Big Questions We Help You Answer:

What happens to my old 401(k)? Roll it over? Cash it out? Let it sit? (One of those is usually a terrible idea.)
How do I manage cash flow between jobs? Hint: It's not just salary.
Can I afford to start my own business? What's the smartest way to fund it without risking everything?
Am I actually ready to retire? And if not, what's missing?

How We Help

Financial Game Plan - We analyze your current financial situation and build a transition strategy that keeps you stable while you move forward.
401(k) & Benefits Review - We help you make smart choices about old retirement accounts, stock options, and insurance changes.
Cash Flow & Tax Strategy - Whether you're between jobs or ramping up a new business, we ensure you have the cash reserves and tax efficiency you need.
Long Term Planning - We look beyond the transition and make sure your new career path aligns with your financial goals.

Don't Wing It—Plan It

Changing careers is stressful enough—don't add financial uncertainty to the mix. We'll help you make informed decisions, avoid costly mistakes, and maximize your new opportunities. Call us today to start planning your next move!