Changing Jobs? Keep Your Finances in Check with This Checklist

Career moves have been plentiful the past year. If a change could be in the cards for you, you need to be ready with the answers to several questions. Scan our checklist to see how prepared you may be.

A female financial planner.
(Image credit: Getty Images)

Have the challenging past two years inspired you to think differently about your life, your work and your finances? You are not alone:

Subscribe to Kiplinger’s Personal Finance

Be a smarter, better informed investor.

Save up to 74%
https://cdn.mos.cms.futurecdn.net/hwgJ7osrMtUWhk5koeVme7-200-80.png

Sign up for Kiplinger’s Free E-Newsletters

Profit and prosper with the best of expert advice on investing, taxes, retirement, personal finance and more - straight to your e-mail.

Profit and prosper with the best of expert advice - straight to your e-mail.

Sign up
Disclaimer

This article was written by and presents the views of our contributing adviser, not the Kiplinger editorial staff. You can check adviser records with the SEC or with FINRA.

To continue reading this article
please register for free

This is different from signing in to your print subscription


Why am I seeing this? Find out more here

Caroline Wetzel, CFP®, CDFA®, AWMA®
Vice President, Private Wealth Adviser, Procyon Partners

Caroline Wetzel  CFP®, CDFA®, AWMA®, is a vice president and private wealth adviser at Procyon Private Wealth Partners.  She has worked in financial services since 2001 and began specializing in wealth management for affluent multi-generational families in 2015.  Caroline earned a B.S. degree in policy analysis and management at Cornell University and an MBA in finance and advanced certification in marketing from the University of Connecticut School of Business.