Downsized Exec

The Award for Best Practice

   FAQs   Blog   TwitterFacebookLinkedInYouTube

Video still frame
Play button

Richard is out of work for the first time in 15 years. He has lots of questions.

Downsized“This is completely new for me. I hope to find something soon, but I have to be realistic in this economy. It could take longer than I plan. Meanwhile, my main questions are: How can I stretch my severance, and are there ways to reduce taxes in my situation?”

“It’s also a good time to see whether my savings are well invested. I hadn’t really focused on how my portfolio was performing. It was really just a place to park extra cash. But everything seems more important now.”

“I guess I really need a comprehensive plan. Everything from budgeting to cash flow. And since I’m feeling a little off-balance, I need someone who will take the time to lay everything out, someone I feel comfortable with.”

Avisor HQ Award        Top 50 2015

Top of page