THE CAREER CHANGE FINANCIAL PLANNER

I hear it from my clients more and more often. We’ve been working together for a few years, and made good progress on a financial plan that enables them to meet their goals (e.g. paying for kids’ college, their own retirement, etc.) while maintaining a lifestyle they’re happy with. The plan assumes they stay in the same career earning modest pay increases most years thru “normal retirement age” because, well, that’s what they intended to do. Then it hits…

“I’m starting to really hate my job, my company, and… to be perfectly honest… the whole industry.  Lately, the stress has been overwhelming, and I’m starting to see little signs that it’s affecting my health.  There’s no way I can survive another 15 years of this!  It’s like I’m in prison, and the temptation to launch a jail break is getting harder and harder to resist.  There’s no doubt I need to make a BIG change, but I’m not sure what it is and I don’t want to make a mess of my financial plan.”

Here’s what I tell them…

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