Transition planning
Our transition planning work is built for people whose income, benefits, and location may all change within a single year. We treat the plan as a living document that tracks milestones from first interview through the end of a probation period.
What we document together
We capture your current cash position, fixed obligations, and any employer-specific items such as unvested equity, bonus eligibility, or relocation allowances. Each line item is dated so you can see what expires when you hand in notice.
Scenario lanes
Most clients need at least three lanes: staying until bonus payout, leaving early for a better role, and a delayed start where contract work bridges the gap. We stress-test each lane against household essentials—not aspirational spending—so the runway number is usable on a difficult month.
Craft notes we keep visible
Planning notes stay in plain language: which assumptions you own, which depend on an employer confirmation, and which tax treatments need a qualified preparer. We highlight those hand-offs instead of blurring them into generic advice.
Ready to start?
When you are preparing for a specific transition, share your timeline on our contact page or review the consultation focus areas on the home page.