A job change can raise financial questions you weren’t expecting. Severance, benefits, retirement accounts, equity compensation, and cash flow can all shift at once. It’s not always obvious where to start. For more than two decades, Boston Hill Advisors has worked with professionals navigating a career shift; helping them understand what's in front of them before deciding what to do next.
You may be asking yourself these questions:
How long can I comfortably rely on what I have?
What should I do first?
Do I need to adjust spending right away?
What should I do with my 401(k)?
How do severance, healthcare, and other benefits fit together? Does this change my retirement timing or long-term plans?
Should I revisit my investment allocation or risk exposure?
All are valid and deserve careful consideration. That’s where we come in. Boston Hill Advisors can provide you with a structured financial plan designed specifically for you in this period of transition — organizing what matters most and helping you understand how the pieces connect before taking your next step. We call it a Personal Financial Roadmap.
Your confidential, customized Personal Financial Roadmap is built around your specific circumstances; bringing your income, assets, benefits, investments, and long-term goals into one coordinated plan and illustrating how different paths may affect your financial direction. You can return to as circumstances evolve — a practical reference point that helps keep your decisions aligned, not reactive.
Our experienced team is well-versed in addressing the financial complexities associated with career transitions. We’ll work closely with you to develop your unique roadmap, designed to support you across 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 confidently.
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.
We look forward to working with you during your career transition. Contact Eileen Currie to learn more.
ecurrie@bostonhilladvisors.com
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 practice has over $1 billion in assets under management as of 06/30/23.
North Andover Office
100 Andover Bypass Street, Suite 201
North Andover, MA 01845
Phone: 877-227-0847
Fax: 978-683-3653
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