Your Next Steps: Immediate Actions
Take Control of Your Situation
Essential first steps to manage your transition
We're Here to Help
Feeling overwhelmed? Don't worry, our team of experienced financial advisors is dedicated to helping employees navigate this transition with confidence.
Quick response times - we understand the urgency
Personalized advice tailored to your specific situation
Available to answer your questions
How We Support You
Dedicated Response Team
Our dedicated team is ready to address your urgent concerns and provide quick, effective solutions.
Severance Package Optimization
We'll work with you to help you understand your severance and identify ways to optimize your benefits for greater impact.
Personalized Financial Strategy
Develop a tailored plan to help manage your finances during this transition and beyond.
Financial Strategies
We'll help you build financial resilience and prepare for future opportunities.
Dedicated Advisor
You'll be paired with a personal financial advisor who will help with your unique situation and goals.
Educational Resources
Curated materials to enhance your financial literacy and decision-making skills.
Your Career Transition Toolkit
Access comprehensive tools and resources to help guide you through your career transition. Our experienced advisors are here to support you every step of the way.
Priority Actions
Essential tools for managing transition packages
Financial Planning
Tools for informed financial decisions
Career Development
Resources for your next career move
Long-term Planning
Secure your financial wellbeing
Message From Our Executive Team
Duncan Williams
Founder and Chairman
David Scully
President and Executive Committee Member
We understand this is a challenging time for. Our team is here to help you navigate this transition successfully.
Get Your Personalized Plan
Latest Insights
Guidance and insights for your financial journey
What to Do Immediately After a Layoff
8 min read•Nov 6, 2024
Learn how to maximize your severance benefits and make informed decisions about your financial future.
Protecting Your Retirement Savings During a Layoff
6 min read•Nov 7, 2024
Explore your retirement account options and strategies for maintaining long-term financial security.
Dealing with Debt After a Layoff
7 min read•Nov 12, 2024
Tips on how to navigate debt post layoff, from hardship programs to temporary work.
Frequently Asked Questions
Let's Secure Your Financial Future Together
Don't face this transition alone. Our experienced advisors are ready to help you navigate this challenging time and build a strong financial foundation for your future.