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What to Do With Your Finances After a Job Loss
Losing a job, especially at the executive level, brings a set of financial decisions that arrive all at once — severance terms, health coverage, equity with expiration dates, and retirement accounts that need a decision.
This checklist walks through 20 of those decisions in the order they typically come up, so nothing time-sensitive slips while you focus on what's next. Download your free checklist below.
Sneak Peek
What's Inside the Checklist
A job loss starts several financial clocks at once. Severance agreements have signing windows, health coverage has an election period, and vested stock options expire on a schedule that does not pause for a job search.
The checklist covers 20 moves across five areas:
- Severance, Benefits & Compensation
- Vesting & Stock Options
- Retirement Accounts & Deferred Compensation
- Reserves, Budgeting, Investments, Insurance & Estate
- Career Exploration & Long-Term Strategy
It closes with guidance on outplacement support and a list of executive networking communities to consider.
