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Tim Eastwood
Geoff Newton
Kyle Dietrich
Sandy Brennan

Tel: 519-823-1297

Address
55 Wyndham St N, First Floor
Guelph, ON
N1H 7T8
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New Job/Business

Congratulations on the new gig!  Hopefully the transition has been a smooth one.  You may be feeling a mixture of excitement and anxiety as you embark on your new direction.  As you settle into your new surroundings, it is a great time to reflect on what you have accomplished so far think about how your plans will be affected by your new circumstances.  Here's a list of items to consider...

  • How will  your savings/retirement plans be affected?
  • Will your health coverage change?
  • Does your life and/or disability insurance need to be updated?
  • Have you reviewed all your future and past company benefits?
  • How and why will your next job transition occur and will you be prepared?

Career changes are an ideal time to update your financial plan.

Are you looking to start your own business? If so, we have a collection of articles and infographics that might help you prepare for some of the great opportunities and challenges that lie ahead.