Career change checklist
Print our checklist and keep it handy. It can help you stay on track.
Keep your dreams up to date with sites like Encore.org, a nonprofit network for people pursuing second-act careers for the greater good.
Send coffee invites to anyone who may be a good contact — or know of one — who has followed their own passion. Their stories may help you on your own path.
If you’re taking a pay cut to follow your dreams, a budget worksheet can help you identify areas where you can cut back. Our downloadable budget worksheet can get you started.
If you’re giving up benefits, research independent coverage for yourself and your family.
Before you leave your old job, make sure you use up your FSA (flexible spending account). If you leave a balance, you won’t be able to use those funds.
If you had a 401(k) plan with your previous employer, you need to decide what to do with that money.
You may want to update or rebalance your portfolio allocations. Talk to your financial professional about the best next steps.
If you need to fill out new paperwork, you may need to name beneficiaries. Have Social Security numbers handy.
You’re not in it alone. Make sure you’ve got the right team of professionals to help you create the life that you want.
One of the world's largest investment managers, we've helped investors succeed by remaining true to our values and approach. We believe in a distinctive way of managing money, an emphasis on research, a long-term view and the recognition of the power of relationships.
Capital Group offers a variety of investment options to help you pursue your objectives — including American Funds, one of the largest mutual fund families in the U.S.
Your financial professional can tell you more about American Funds. Or, you can purchase our funds yourself through an online broker.
Whether you are collaborating with a financial professional or figuring out your own finances, these questions can help get you started.
What is the best way to manage my money during a career transition?
Should I adjust my investment strategy with this career change?
Will a change in employee benefits impact my long-term goals?
A financial professional can work with you to define your goals and create a plan to help make them a reality. From establishing a budget to selecting investments to riding out market shifts, an advisor can help you make decisions based on your specific situation.
Our locator tool can help you find professionals in your area.
Check the background of these investment professionals on FINRA’s BrokerCheck.