Changing jobs can bring new opportunities.

It can also bring new challenges for keeping your financial plan on track. Use our online Action Plan Checklists below to manage your transition with ease.

Where do I start?
I'm leaving my old job—how do I wrap things up?
I'm starting my new job—what do I need to do?

Print full checklist

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We're here to help

Contact a Schwab Investment Professional at 866-855-7545 or by email.

Expert opinions on changing jobs

Rande Spiegelman, VP of Financial Planning
Navigating a Job Change

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