Job Change

Transforming Chaos into a Clear Vision

There’s no doubt about it: switching jobs is a stressful event for anyone — whether you’re right out of college or have been in the workforce for years. At FCM Financial, we’ve helped professionals from various industries navigate this significant life transition with ease, confidence and clarity.

Specializing in transitions, we understand the implications tied to every major life event, enabling us to evaluate all sides of the situation to help make sure nothing falls through the cracks. While you focus on making a good first impression, we’ll handle the details of your financial picture so your new role does not adversely affect your financial health, or your progress towards pursuing your goals.


If you’ve recently changed jobs, we can help you:

Consolidate Your Accounts
This way, everything you need will all be in one place — one login, one dashboard and one simple way to review and track your finances.
Enhance Your Portfolio
We can help diversify and optimize your portfolio with access to more investments that suit your unique needs, goals, risk tolerance and timeframe.
Review Retirement Plans
If you’re transitioning your 401k to your new company, we can help make sure everything goes smoothly and you’re aware of any changes to your benefits.