Balancing Financial
Priorities, Today
and Tomorrow

Your Guide to a Smooth Career Transition

Navigating a career transition can be a daunting prospect, particularly when it comes to managing your financial wellbeing. At Boston Hill Advisors, we specialize in helping individuals who are at a crossroads in their professional lives. We recognize that a career change can have a significant and lasting impact on your finances, which is why we’re offering our knowledge and support.

As you contemplate this important decision, it’s natural to have concerns about the future. Questions may arise, such as:

How will this career transition affect my financial stability?
Do I have a clear understanding of my financial obligations today?
What steps should I take to ensure I meet my long-term financial goals?

These questions are valid and deserve careful consideration. That’s where we come in. Boston Hill Advisors can provide you with a comprehensive financial plan and investment analysis tailored to your unique situation.

Our experienced team is well-versed in addressing the financial complexities associated with career transitions. We’ll work closely with you to develop a strategic plan that spans various time horizons:

SHORT-TERM: We’ll help you gain clarity on your severance package and insurance needs, assist with exploring your 401(k) options, and provide guidance on budgeting and managing cash flow during your transition.

MID-TERM: Our comprehensive financial and investment planning services will help ensure you have a solid financial strategy in place to navigate this phase successfully.

LONG-TERM: We’ll help you plan for retirement, manage your estate, and consider long-term care options, helping ensure your financial well-being in the years ahead.

Boston Hill Advisors has guided numerous individuals through similar career changes, and we understand the importance of establishing a strong financial foundation before embarking on your next professional endeavor.

We invite you to take advantage of our complimentary financial plan and investment analysis, designed specifically to ease your transition and help secure your financial future.

Who We Are

Boston Hill Advisors provides customized wealth management solutions for individuals, families, and institutions. We have two offices in Massachusetts (North Andover and Natick) and remote relationships with more than 350 clients across 33 states. Our firm has over $1 billion in assets under management as of 06/30/23.

eileen curry boston hill

We look forward to working with you during your career transition. Contact Eileen Currie to learn more.